- Fidelity TalentSource LLC (Boston, MA)
- …s corporate tax department, providing support on a wide variety of tax matters for Fidelity investment teams.\u00A0 This position will be responsible for ... our partners to advise on structuring, acquisitions, and general tax compliance for a wide range of investment...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, including fiscal and excise tax provisions, annual ... services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products.\u00A0 The Tax Team works closely with several different… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:Reporting to the tax director, this position is a key contributor to the tax compliance group with significant growth opportunity.\u00A0 If you ... are a highly motivated and experienced tax professional looking to be part of a growing,...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Creative Financial Staffing (San Juan, PR)
- …Respond to all tax issues for acquisition of property and portfolio investment . Provide support to all non- income taxes issues and performs research on various ... assistance to all external accounting units. Respond to all queries associate with tax submissions and ensure compliance to all extensions and payments. Analyze… more
- Fidelity TalentSource LLC (Boston, MA)
- …employ investment expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with ... retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions.… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …will primarily support the Fund Administration team within Fidelity's Fund and Investment Operations (FFIO) business unit. The FFIO business unit provides middle and ... securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The Fund Administration team is responsible for a number of… more
- Creative Financial Staffing (Stamford, CT)
- Finance Associate Our client, a global investment firm, is looking to add a Finance Associate to their team. This firm offers amazing benefits, competitive ... system, initiate expense runs, and send batch approval emails. Assist with tax mailings, filings, and scanning, including tracker maintenance. Assist with monthly… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:We believe as a Tax -Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments ... 63 license within 90 days of passing the Series 7exam The\u00A0Purpose\u00A0of Your RoleThe Associate Retirement Planner is not only a voice for Fidelity but also a… more
- Fidelity TalentSource LLC (Chicago, IL)
- …for future goals and cash flow needs through a sound and efficient savings, investment , and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65, ... articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needsAn entrepreneurial spirit and the ability… more
- Fidelity TalentSource LLC (Villanova, PA)
- … Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family AssistanceDemonstrated experience guiding and encouraging ... with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …Work Impacts\u00A0the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment , tax , and estate planning to protect, grow ... in a dynamic, fast-paced and deadline-oriented environmentYou will conduct comprehensive investment related discussions and participate in client meetings for … more
- Fidelity TalentSource LLC (Atlanta, GA)
- …of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious phone center experience ... RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life.… more
- Fidelity TalentSource LLC (Durham, NC)
- …and Donor Advised Funds, regulatory laws related to Exempt Organizations and tax -deductible charitable giving, and investment management, including investment ... industry leading differentiators such as the Advisor Practice Management, the Charitable Investment Advisor Program and more! You are an industry thought leader,… more
- Fidelity TalentSource LLC (Greenville, DE)
- …action on fiduciary decisions related to trust administrationProviding estate and tax expertise as necessaryUnderstanding and helping clients with complex financial ... within the Fidelity organization; and with team members and investment advisors to meet the financial needs of trust...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Extensive knowledge and experience in the brokerage business, especially Asset Servicing, Tax Cost Basis, is a major plus.Highly analytical and can assess magnitude ... mainframe and legacy distributed applications onto AWS cloud platform. The Trades, Tax and Asset Servicing domain is responsible for modernizing several product… more
- Fidelity TalentSource LLC (Covington, KY)
- …overall financial education for participants of retirement plans within the tax -exempt market. \u00A0\u00A0This communication consultant role sits within the Tax ... Fidelity Workplace Investing, as we support retirement plans for tax -exempt employers and their participants. \u00A0Our clients are organizations\u2014healthcare,… more
- Fidelity TalentSource LLC (Durham, NC)
- …performing architectural design and development of Enterprise-scale Cloud applications with tax cost basis and pricing applications within the brokerage industry. ... performing architectural design and development of Enterprise-scale Cloud applications with tax cost basis and pricing applications within the brokerage industry.… more
- Fidelity TalentSource LLC (Seattle, WA)
- …are achieved. Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and ... achieve mastery of fundamental planning and advice topics across Corporate & Tax -Exempt Market (TEM) clientsWillingness to travel (up to 75%) The TeamThe Workplace… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Technology to support the systems analysis for onboarding producers / consumers to Trade, Tax and Asset Servicing applications. You ll make a large impact on the ... resiliency expectation and production support.\u00A0Develop subject matter expertise for Trade, Tax and Asset Servicing applications and knowledge of consumer / core… more
- Creative Financial Staffing (Minnetonka, MN)
- Job Opportunity: Accounts Payable Analyst Our client, a distinguished investment firm, is seeking an Accounts Payable Analyst to join their team. Company Highlights: ... policies and accurate general ledger classifications. Communicate with vendors, update tax forms, and oversee invoice management. Collaborate with management to… more
