• Mutual Fund Financial

    Citigroup (Columbus, OH)
    …Word) required; * Understanding of generally accepted accounting principles as they relate to mutual funds and mutual fund expense management practices; * ... and external clients, responsible for resolving technical issues, board and client reporting , timely and accurate delivery of regulatory financial filings; *… more
    Citigroup (06/17/25)
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  • Tax Administrator III

    UMB Bank (Columbus, OH)
    …review of income and excise tax provisions and tax information for the mutual fund 's financial statement reporting + Review the work of Tax Interns and ... Preparation of tax information for quarterly, semiannual, and annual financial statement reporting + Preparation of tax...etc.) + Preparation of calendar year mutual fund tax information for shareholder tax reporting more
    UMB Bank (04/10/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Columbus, OH)
    …skills; ability to solve complex issues. + Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund 's AMIS reporting ... record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning… more
    Cherry Bekaert (04/29/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Columbus, OH)
    …person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...determination, and identifying necessary federal, international and state investor reporting . Tax seniors in our Hedge Fund more
    Deloitte (05/22/25)
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  • Application Writer & Community Engagement…

    Cherry Bekaert (Columbus, OH)
    …Lending + Strong written communication skills + Knowledge of finance, data and/or reporting , with specific experience with CDFI Fund 's AMIS reporting ... strategies, community outcomes and compelling applications that translate to smooth financial closings + Identifying and managing other grant and application writing… more
    Cherry Bekaert (06/11/25)
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