- 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 Senior on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Rochester, NY)
- …Wealth practice! Recruiting for this role ends on June 1, 2024 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Deloitte (Rochester, NY)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax ... should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Senior...specialized services including research and development, government incentives, and tax management consulting. Join us, and help… more
- Deloitte (Rochester, NY)
- …Wealth practice! Recruiting for this role ends on June 1, 2024 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform ... 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)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- KPMG (Rochester, NY)
- …+ Minimum eight years of recent tax experience in the asset management industry ( investment partnership and/or REIT experience required) + Bachelor's degree ... **Business Title:** Senior Tax Manager **Requisition Number:** 111397...concepts to clients who do not possess a technical tax background + Strong project and people management… more
- Deloitte (Rochester, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients ... a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every… more
- Deloitte (Rochester, NY)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... risk management , including tax credits, government incentives, and tax management consulting. Qualifications Required + Ability to perform job… more
- Deloitte (Rochester, NY)
- …own development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to ... we have the career for you! What You'll Do Tax senior managers identify complex tax... tax services to a broad range of Investment Management companies. Our clients include … more
- Rochester Institute of Technology (Rochester, NY)
- …advanced knowledge of MS Office products. + Ability to capably present information to senior management and third-party stakeholders as well as the ability to ... subject matter experts to respond to questions and formulate a well-documented tax position regarding alternative investment portfolio. + Research tax… more
- Paychex (Rochester, NY)
- …reporting of portfolio performance, investment activities and market insights for senior management . + Investment Income Monitoring and Reporting - ... Issues the monthly investment report to the Investment Committee and Senior Management ....Business - Preferred + 10+ years of experience in Taxable/ tax exempt fixed income investment management… more
- Roberts Wesleyan College - Rochester, NY (Rochester, NY)
- … management and reporting, budget preparation and control, purchasing, fiscal record management , tax compliance, and systems and processes related to the ... financial analysis, and reporting to the Board, President, and senior leaders. + Plans and presents periodic financial and...RWU and NES investments in conjunction with the Board's Investment Committee. Risk Management : + Direct and… more