- Deloitte (Morristown, NJ)
- Mutual funds -Are you a leader, passionate about financial...have the career for you! What you'll do As a Tax Manager , you will draw on experience in ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- UMB Bank (Milwaukee, WI)
- …manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund Accountant ... Registered Fund team** , which...the daily calculation of the net asset value for multiple mutual funds , as well as, performing the accounting,… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... field, or equivalent experience - One to two years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Solid… more
- Charles Schwab (Lone Tree, CO)
- …the third-party fund accounting service provider with respect to the proprietary mutual funds , exchange-traded funds (ETFs), and bank collective trust ... Fund Accounting Team is looking for a Senior Manager to support their growing team. This individual is...to Ten (7 to 10) years' experience in administering mutual funds , ETFs, hedge funds … more
- Edward Jones (Dallas, TX)
- …bring over 15 years of financial industry experience, deep expertise in 1940 Act mutual funds , and a proven track record of strategic leadership and stakeholder ... Builder Trust and the $35B Edward Jones Money Market Fund . As President of both funds , the...service providers required. + Expert-level understanding of 1940 Act mutual funds and related investments required +… more
- Charles Schwab (Lone Tree, CO)
- …is primarily responsible for all tax matters relating Schwab's proprietary mutual funds , exchange-traded funds (ETFs), and alternative products. The ... Tax Team is looking for a Senior Manager to support their growing team. This individual is...tax issues affecting various product and investment types, fund qualification and compliance matters as well as develop… more
- T. Rowe Price (Owings Mills, MD)
- … provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will ... this Position We are seeking an adaptable and innovative tax senior manager to join our Investment...also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- TIAA (Charlotte, NC)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... **Job Description** + Assist the VP of Tax and Head of Tax with...+ Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly… more
- Robert Half Finance & Accounting (Buellton, CA)
- …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. Evaluates enterprise contracts for ... Responsibilities: Oversees cash flow positions, borrowing needs, and available funds for investments Monitors and evaluates financial and operational performance… more
- HUB International (Albuquerque, NM)
- …and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… more
- Bank of America (The Woodlands, TX)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager The Woodlands, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (Newport Beach, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (San Francisco, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Oracle (Albany, NY)
- …Oracle is seeking a dynamic and strategic Principal Product/Partner Marketing Manager (IC4) to drive co-marketing initiatives and deepen our relationships with ... for technology partners to cultivate strong, trust-based relationships and drive mutual business success. + Go-to-Market Strategy: Develop, execute, and optimize… more
- BlackRock (New York, NY)
- …(~10% org growth rate). Our personalized portfolios utilize individual securities, BlackRock Mutual Funds , and iShares ETFs to customize, diversify, and tailor ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more
- Neuberger Berman (New York, NY)
- …a broad spectrum of security types including equities, fixed income, options, ETFs and mutual funds . These strategies are offered to numerous SMA and Unified ... tax -managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds ). + Experience working with financial intermediaries in… more
- Banfield Pet Hospital (Poland, OH)
- …with a tax -advantaged HSA, allowing you to pay for medical expenses with pre- tax funds . + Paid Parental Leave: We support growing families with paid parental ... health. The Chief of Staff partners with the Practice Manager (if applicable) to operate an effective and productive...support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit… more
- JPMorgan Chase (Sarasota, FL)
- …investment products: managed portfolios; brokerage accounts; global equities; fixed income; mutual funds ; ETFs; alternative investments, including private equity ... or as SC Banker, Deals Associate/Advisor, Mergers and Acquisitions (M&A) Manager , Assistant Chief Investment Officer (CIO), or related occupation. The employer… more
- Historic Hudson Valley (Pocantico Hills, NY)
- …bank reconciliations, journal entries, and payroll. Incumbent must be a hands-on manager with impeccable integrity, the ability to quickly understand HHV's business ... merchandise sales to Shopify/Better Reports Accounting custom reports File monthly sales tax reports (museum shop) Record deferred revenue monthly. Prepare for and… more
- Banfield Pet Hospital (Port Charlotte, FL)
- …with a tax -advantaged HSA, allowing you to pay for medical expenses with pre- tax funds . + Paid Parental Leave: We support growing families with paid parental ... The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery...support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit… more