- Deloitte (Miami, FL)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Indianapolis, IN)
- …federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Vanguard (Wayne, PA)
- …Strong familiarity with FATCA regulations and related compliance requirements. + Experience in mutual fund taxation and international tax law Special Factors ... As a Fund Tax Analyst at Vanguard, you will...annual tax filings and work closely with Senior Tax Specialists who manage similar processes. This… more
- Citigroup (Columbus, OH)
- …accurately and delivered timely * Demonstrate an advanced understanding of investment types, mutual funds , ETFs, and financial markets and serve as a ... Financial Administration Senior Manager, Vice-President Job Summary The Financial Administration...financial statement disclosures * Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A)… more
- Lincoln Financial (Fort Wayne, IN)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- US Bank (Milwaukee, WI)
- …, private equity funds , offshore funds and other investment companies. The Tax Senior Analyst works as part of a diverse team that supports our clients ... skills and discover what you excel at-all from Day One. **Job Description** The Fund Administration practice of US Bank Global Fund Services (USBGFS) provides… more
- Cherry Bekaert (Denver, CO)
- …**As a Tax Senior , you will:** + Review federal and multi-state tax returns; experience with flow-through entities, Hedge Funds , Fund of Funds ... tax services to our clients. As a ** Tax Senior ** supporting our **Denver** location, you...inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do… more
- Deloitte (Milwaukee, WI)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, ... 2026. What You'll Do As a Tax Senior , you will utilize your prior..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Deloitte (Costa Mesa, CA)
- …for real estate funds , then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within...the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds… more
- Lincoln Financial (Fort Wayne, IN)
- … Tax Analyst** with investment fund tax experience to join our Corporate Tax / Mutual Fund Administration team. In this role you will support ... Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds ,...withholding tax reclaims * Research and document tax issues under the guidance of senior … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal customers is required to identify, research, and resolve cost allocation issues. Mutual Fund and ETF experience a plus. **Responsibilities:** + Provides ... the annual budget process. + Assists in oversight of fund accounting and fund administration procedures. +...on job responsibilities. + Reviews state, federal, and foreign tax filings, as prepared by various accounting vendors and… 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
- BlackRock (Boston, MA)
- …1940 Act investment management industry experience with fund structures such as open-end mutual funds and exchange traded funds . + Experience in ETF ... and oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of… more
- Citigroup (Columbus, OH)
- …N-CEN and 24F-2, N-1A etc.) + Demonstrate an advanced understanding of investment types, mutual funds , ETFs and financial markets + Lead training sessions to ... **_Financial Administration Senior Analyst, Assistant Vice-President_** **Job Summary** The Financial...and implementation of expense budgets as well as ensures fund expenses are paid in a timely manner. Additionally,… more
- City National Bank (Jersey City, NJ)
- …qualified investment advisory accounts is a plus. * Advise on issues relating to mutual funds , fund -related agreements, and regulatory filings. * Work with ... * SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS...and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and affiliates with respect to wealth management… more
- Cherry Bekaert (Little Rock, AR)
- …+ Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth ... (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- HUB International (Albuquerque, NM)
- …CFP required **Skills and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and ... due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients… more
- Lincoln Financial (Fort Wayne, IN)
- …$92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with senior management, Lincoln Variable Insurance ... *4 Year/bachelor's degree (or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager/ fund research and… more
- Citigroup (Boston, MA)
- …management and organizational skills. + Broad understanding of key product structures ( mutual funds , SMAs, alternatives, ETFs, etc) + FINRA Securities Industry ... Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating...wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW… more