Manage quarterly ASC 740 tax provisions for domestic and foreign entities, including tax calculations, disclosures, and corporate tax returns. Improve tax processes and controls, coordinate with service providers and auditors, review intercompany settlements, and mentor team members.
The Regional Vice President will own and grow the Southeast Florida territory by developing advisor relationships and executing business plans within the Direct/Independent Broker-Dealer channel. They will partner with internal sales colleagues to deliver compelling retirement solutions and provide product training to producers.
