- Deloitte (Boston, MA)
- Mutual funds -Are you a leader, passionate...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Philadelphia, PA)
- Mutual funds -Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... Assistant City Attorney Print (https://www.governmentjobs.com/careers/lakelandfl/jobs/newprint/4521730) Apply Assistant City ... mutual funds . Employees may reallocate their account… more
- US Bank (Glendora, CA)
- …in the country. Candidates will ideally have experience practicing with a law firm, mutual fund , closed-end, or ETF complex, fund servicing organization, ... or more years of supervisory/managerial experience Preferred Skills/Experience: + Knowledge of closed-end fund laws and regulations, mutual fund and ETF… more
- State of Maine, Bureau of Human Resources (Skowhegan, ME)
- Assistant Attorney General - Child Protection Division Skowhegan , Maine , United States | Legal | Full-time Apply by: Aug. 29, 2025 Apply with Linkedin Apply ... Assistant Attorney General Child Protection Division -- Skowhegan Opening Date:...based in either Augusta or Bangor depending on the mutual needs of the Division and the successful candidate.… more
- Treasury, Departmental Offices (Washington, DC)
- …of the Office of Foreign Assets Control (OFAC). Responsibilities As a Supervisory Attorney -Advisor, you will: Serve as the front-line supervisor of a number of OCC's ... (and, if and as directed by the Chief Counsel, non- attorney staff members) in support of OFAC; Help to...private sector on national security and enforcement matters of mutual interest; Provide legal advice and assistance in support… more
- Deloitte (Columbus, OH)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you a leader and passionate about financial...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Deloitte (Stamford, CT)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you passionate about financial products and understand...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- BlackRock (San Francisco, CA)
- …technology + Familiarity with or demonstrated interest in asset management and advising mutual funds , ETFs and/or other collective investment products would be ... for existing funds . + Provide legal advice and counsel on fund matters related to digital assets, including tokenization, digital asset investment product… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …appear on the respective blotters including but not limited to Stock, ETF's, Mutual Funds , UIT's, Structured Products, Bonds and Options, review of brokerage ... of advisor email correspondence, review of and approval of mutual fund trade corrections, review of new...of the following investment products: Annuities, Stocks, ETF's, ETN's, Mutual Funds , UIT's, Structured Products, Corporate Bonds,… more
- BlackRock (New York, NY)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... conducting training. **L&C Private Equity /M&A/ Capital Markets Transactions Group Attorney ** We are searching for an experienced private equity/M&A/capital markets… more
- Deloitte (Columbus, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial...tax compliance process for investment partnerships + Knowledge of fund accounting and general ledger accounting + Experience working… more
- Deloitte (Columbus, OH)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Columbus, OH)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Morristown, NJ)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... and the tax implications of various transactions to the funds . + Training, mentoring, and supervising Tax Consultants, Tax...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Citigroup (New York, NY)
- …utilizing both internal and external investment managers. Products include equities, fixed income, mutual funds , ETFs, private equities, hedge funds and real ... to account activity. + Communicate effectively with the client and/or the client's attorney on all trust and estate matters and attend in-person client meetings and… more
- Charles Schwab (Westlake, TX)
- …accuracy + Evaluating different security types and how they trade (Equity Based Securities, Mutual Funds , & Fixed Income Products). This includes the ability to ... + Processing of various account updates including money movements, Power of Attorney changes and other miscellaneous operations requests for managed accounts +… more
- Oriental Bank (San Juan, PR)
- …management and leadership. + CPA, Certified Regulatory Compliance Manager (CRCM) or Attorney Licenses, preferred. + Minimum education and experience required can be ... regulations, such as: Equal Credit Opportunity Act, Home Mortgage Disclosure Act, Electronic Funds Transfer Act, Gramm Leach Bliley Act, Truth in Savings Act, Truth… more