- Deloitte (Philadelphia, PA)
- 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 (Philadelphia, PA)
- …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
- Deloitte (Philadelphia, PA)
- … 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
- Robert Half Finance & Accounting (Philadelphia, PA)
- …+ Track and update client asset allocations. + Research and conduct due diligence on mutual funds , ETFs, separate account managers, and hedge funds . + ... dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management...efforts for client meetings. + Assist in compiling quarterly tax projections. + Support preparation or review of select… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …allocations. + Conduct research and due diligence on investment options, including mutual funds , ETFs, and alternative investments. + Prepare meeting materials ... Description Overview: The Senior Financial Planning Associate will work closely with...for advisors and clients. + Assist with quarterly tax projections and review/prepare select income tax … more