• Senior Manager , Mutual

    KPMG (Orlando, FL)
    **Business Title:** Senior Manager , Mutual Fund Tax **Requisition Number:** 111328 - 25 **Function:** Tax Services **Area of Interest:** **State:** FL ... for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax...Qualifications: + Minimum eight years of recent experience in mutual fund tax + Bachelor's degree in… more
    KPMG (06/13/24)
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  • Tax Sr Manager -Financial Svcs-…

    Deloitte (Miami, FL)
    Mutual funds-Are you a leader, passionate about financial products...career for you! What you'll do As a Tax Senior 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 investment… more
    Deloitte (05/16/24)
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  • Tax Sr Manager -Financial Svcs-Hedge…

    Deloitte (Miami, FL)
    …determination, and identifying necessary federal, international and state investor reporting. Tax senior managers in our Hedge Fund Tax practice perform ... identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
    Deloitte (05/10/24)
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  • Non Qualified 457 Relationship Manager

    Ascensus (Lake Mary, FL)
    …and field inquiries. + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various ... reconciliation processes. + Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services. + Presents… more
    Ascensus (05/23/24)
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  • Relationship Manager (Qualified…

    Ascensus (Miami, FL)
    …and field inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various ... reconciliation processes + Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services + Presents… more
    Ascensus (05/03/24)
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  • Wealth Management Performance Reporting…

    Mirador (Jacksonville, FL)
    …research and resolution of all breaks/cancels/corrects + Analysis of private equity & hedge fund statements for input into system + Work with clients and partners to ... & data issues -Resource Management: + Work amongst other Team Leads and senior management to prioritize individual and communal work to ensure all projects are… more
    Mirador (03/27/24)
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