- Charles Schwab (Westlake, TX)
- …clients' philanthropic wealth management strategies. This position, which reports to the Senior Manager of Alternative Investment (Alts) Due Diligence, is ... and philanthropic tools and resources that make charitable giving tax -smart, simple, and efficient. We offer tools, guidance, and...AIs and prepare Alts Risk Assessment Reports for Senior Manager review by going through investment offering… more
- Lincoln Financial (Radnor, PA)
- …an investment management or investment specialist/product strategist/client portfolio manager role for alternative investments. + A passion for financial ... Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Fund Services Provider. Join a top fund services firm in ... known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like… more
- US Bank (Hackensack, NJ)
- …management of a team providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by ... Reviews the accounting and financial statement information provided for audit and tax reviews, the documentation and set-up of the accounting principles for unusual… more
- Truist (Philadelphia, PA)
- …years of investment experience, which should include experience as an investment advisor, portfolio manager , or other investment -related activities with ... the following job description:** Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and… more
- Deloitte (Mclean, VA)
- …a very fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide ... tax compliance and consulting services to Investment ...sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual… more
- Deloitte (Richmond, VA)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, ... 2026. What you'll do As a Tax Manager , you will utilize your prior...sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual… more
- Harbor Group Management (Norfolk, VA)
- …continues to look for real estate investment opportunities. We are seeking a high performing Tax Manager who will fill a leadership role on the Tax Team ... Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to... Tax Manager will manage with tax functions relating to property portfolios, alternative … more
- Deloitte (Morristown, NJ)
- …and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and ... development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund ... Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities: + Maintain the books and records of… more
- JPMorgan Chase (Boston, MA)
- As an Associate in JP Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain ... We provide administration services to more than 150 clients across all alternative asset classes. **Job Responsibilities:** + Maintain the books and records of… more
- Deloitte (Denver, CO)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- Robert Half Finance & Accounting (Houston, TX)
- …the potential impact of tax law changes on business operations and alternative investment strategies. * Provide leadership and technical guidance to the ... Description We are looking for a highly experienced Tax Director to oversee and drive the development...Director to oversee and drive the development of corporate tax strategies for our organization. Based in Houston, Texas,… more
- BlackRock (Wilmington, DE)
- …**About BlackRock** Elevate your career by joining the world's largest asset manager ! Thrive in an environment that fosters positive relationships and recognizes ... home and improve their financial well-being. **GAAPS Alternatives | Associate Investment Services | Delaware** **Role Responsibility** + Demonstrate product and… more
- BlackRock (New York, NY)
- …field (CPA preferred) + 5+ years of tax accounting experience in the investment management industry with emphasis on alternative products, with 7+ years of ... experience preferred + Previous experience with an asset manager or Big 4 accounting firm + Proficient in...investment partnerships and carried interest, including calculation of tax waterfalls and tax allocations + Proficient… more
- Principal Financial Group (Des Moines, IA)
- …global investment universe that includes equities, fixed income, and alternative assets + Collaborate with analysts on day-to-day portfolio management and ... calls - contribute notes, feedback, and learn about various asset classes and investment management styles + Improve efficiency of MARS( Manager Alpha Research &… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... Pathways and Public Spaces Program Manager Print (https://www.governmentjobs.com/careers/boiseid/jobs/newprint/5056543) Apply Pathways and Public Spaces Program … more
- Cisco (Research Triangle Park, NC)
- Accounting Manager , GAR Apply (https://jobs.cisco.com/jobs/Login?projectId=1448731) + Location:RTP, North Carolina, US + Alternate LocationRTP, NC - Atlanta, GA + ... you as an expert partnering with other groups such as Treasury and Tax . Responsibilities include: Lead the private investments' portfolio close process each period,… more
- State of Colorado (Denver, CO)
- …of OEDIT and is responsible for the management of the Advanced Industries Investment Tax Credit. This position has responsibility for the program applications ... program policies and rules and implement statutory requirements for the Advanced Industry Investment Tax Credit. Collaborate with colleagues at the CO Department… more
- Grant Thornton (New York, NY)
- …experience in fund accounting, with a strong focus on private equity or alternative investments. + Thorough experience with complex investment and fund ... As a Fund Accounting Manager , you will be responsible for overseeing the...and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation.… more