- Deloitte (Rochester, NY)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Rochester, NY)
- …practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) or equivalent in law firms… more
- Deloitte (Rochester, NY)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, ... should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager...specialized services including research and development, government incentives, and tax management consulting. Join us, and help… more
- Morgan Stanley (New York, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management * **Title:** *Portfolio Manager Tax Management Services, AVPs* **Location:** *New ... Trading Solutions team provides investment products, portfolio management services, and Tax Management ...for: * Assisting Financial Advisors with asset allocation and manager selection * Presenting Tax Management… more
- M&T Bank (Buffalo, NY)
- …draft memos for investment exits. **_Regulatory Requirements_** + Work with both Tax Credit Operations Manager and external legal counsel in the preparation ... the extent applicable. + Prior to closing any investment , work with the Tax Credit Operations Manager to confirm that all regulatory approvals have been… more
- Deloitte (New York, NY)
- …accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... the career for you! What you'll do As a Tax Senior Manager , you will draw on...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax … more
- KPMG (New York, NY)
- **Business Title:** Manager /Senior Manager , Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area ... important than investing in our culture because it's an investment in our people, our future, and what we...firm KPMG is currently seeking a Manager /Senior Manager to join our International Tax (https://… more
- Deloitte (Jericho, NY)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- KPMG (New York, NY)
- **Business Title:** Senior Manager , Asset Management Tax Technology **Requisition Number:** 113131 - 68 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Senior Manager , Tax to join our Business ...tax technology experience gained in a well-regarded audit, tax or advisory services firm, asset management … more
- Deloitte (New York, NY)
- …own development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to ... opportunities with the support of our robust Washington National Tax group. Tax Manager build... tax services to a broad range of Investment Management companies. Our clients include … more
- Deloitte (New York, NY)
- …including tax compliance and advisory service delivery for Corporate, Investment Management , Operating Flow-Through, Individuals, Estates & Trusts, and ... or more of the following tax compliance related areas: Corporate, Investment Management , Operating Flow-Throughs, Individuals, Estates & Trusts, or Indirect… more
- KPMG (New York, NY)
- …role in growing KPMG's Family Office Tax Practice, which focuses on investment management companies, family limited partnerships and various investment ... **Business Title:** Tax Manager , Family Office Partnerships **Requisition...important than investing in our culture because it's an investment in our people, our future, and what we… more
- KPMG (New York, NY)
- **Business Title:** Manager , NYFS State & Local Tax **Requisition Number:** 109852 - 68 **Function:** Tax Services **Area of Interest:** **State:** NY ... for as a firm KPMG is currently seeking a Manager to join our State and Local Tax...of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience + Review tax… more
- Bank of America (New York, NY)
- Investment Manager Selection Specialist New York,...+ Data Quality Management + External Resource Management + Trading and Investment Analysis + ... multi-asset portfolios, thematic, and international/global strategies. The Analyst will conduct investment manager research to identify new ideas for the… more
- Deloitte (New York, NY)
- …effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and ... to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are… more
- Deloitte (Jericho, NY)
- …and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits + Strong organizational and time management… more
- Deloitte (New York, NY)
- …including tax compliance and advisory service delivery for Corporate, Investment Management , Operating Flow-Through, Individuals, Estates & Trusts, and ... requires working knowledge of professional services and the end-to-end tax compliance engagement life cycle. As a Manager...delivery capabilities + Program Management - strategic management of multiple projects that span Tax … more
- KPMG (Albany, NY)
- …people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Accounting Methods and Credit ... **Business Title:** Manager or Senior Manager , Research and Development Tax Credits (AMCS) **Requisition Number:** 112783 - 65 **Function:** Tax Services… more
- Deloitte (Jericho, NY)
- …of the world's largest companies in a variety of industries. Work you'll do: As a Tax Sr Manager , you will analyze and document the complexities around tax ... for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team...approval: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) +… more
- NBT Bank (Syracuse, NY)
- …but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... presentations/meetings with individuals and various boards. Responsible for the management of up to 10 investment officers....and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to… more