- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, ... year-end tax deliverables.\u00A0 In addition, as a Senior Tax Manager, you will share your... Operations (FFIO) business unit, which provides accounting and investment management support services to Fidelity businesses… more
- Fidelity TalentSource LLC (New York, NY)
- …the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment , tax , and estate planning to protect, grow and transfer ... Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove… more
- Fidelity TalentSource LLC (Durham, NC)
- …education equivalent) in Computer Science, Engineering, Information Technology and Management , Information Systems, Mathematics, Physics, or a closely related field ... and three (3) years of experience as a Senior Software Engineer/Developer (or closely related occupation) performing architectural design and development of… more
- WSFS Bank (Berwyn, PA)
- …Consumer divisions, as well as for external centers of influence for wealth management services including investment management , financial planning, Trust ... and terms if within own lending limitsServe as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are,… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …as stock option exercises, restricted stock unit distributions, and dividend distributions.Reviews tax rates for equity transactions and liaises with the client s ... contact to ensure tax compliance.Provide implementation project support, such as to supporting...conversation, navigating tasks assigned to clients, and provide project management support on their behalf.Administers client s Employee Stock… more
- Fidelity TalentSource LLC (Chicago, IL)
- …OrganizationPrivate Wealth Management brings financial strategies across retirement, investment , tax , and estate planning to protect, grow and ... for future goals and cash flow needs through a sound and efficient savings, investment , and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65,… more
- Fidelity TalentSource LLC (Covington, KY)
- …overall financial education for participants of retirement plans within the tax -exempt market. \u00A0\u00A0This communication consultant role sits within the Tax ... Fidelity Workplace Investing, as we support retirement plans for tax -exempt employers and their participants. \u00A0Our clients are organizations\u2014healthcare,… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The Role The Senior Consultant will lead all aspects of the delivery of equity compensation solutions to Fidelity corporate clients. They will meet ... IPOs, mergers, and divestituresAwareness of marketplace trends, and the tax , regulations, and compliance requirements impacting equity programsExperience developing… more
- Fidelity TalentSource LLC (Durham, NC)
- …and Donor Advised Funds, regulatory laws related to Exempt Organizations and tax -deductible charitable giving, and investment management , including ... and help evolve our industry leading differentiators such as the Advisor Practice Management , the Charitable Investment Advisor Program and more! You are an… more
- Fidelity TalentSource LLC (Boston, MA)
- …due diligence analysts, etc.) as well as internal clients ( investment management , distribution, product management and senior management ... offered in the wealth management and asset management spaceExperience with tax managed equities or...a gateway to Fidelity s broad and deep institutional investment management products and capabilities in equity,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Your Work Impacts the Organization Fidelity Investments Workplace Investing provides investment management & recordkeeping services to defined contribution ... financial services industry.Strong interpersonal, influencing & negotiating skills with senior business leadersDemonstrated focused, organized and systematic approach to… more
- Fidelity TalentSource LLC (Durham, NC)
- Senior Software Engineer (OIPA) - FILI Technology Are you interested in serving the needs of millions of customers in tax efficient savings, protection and ... implementations, screens (policy, roles segment, allocation, and valuation), and release management . Expertise in implementing design patterns, using UML Test Driven… more
- Deloitte (Columbus, OH)
- …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 (Columbus, OH)
- …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 (Denver, CO)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... we have an exciting opportunity for you as a Senior Tax Manager on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Columbus, OH)
- …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 (Columbus, OH)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Tax Senior who is ready to seek...team's overall practice specific services include investment management services, state income and franchise tax ,… more
- Deloitte (Columbus, OH)
- …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
- Grant Thornton LLP (Iselin, NJ)
- As the Partnership Tax Senior Associate - Investment Funds in our Asset Management practice works closely with staff on all phases of project and ... engagement management for Private Equity, Private Equity Fund of Funds, and Hedge Funds. The Tax Senior Associate is primarily responsible for reviewing… more
- KPMG (Dallas, TX)
- **Business Title:** Seasonal Tax Senior Associate, Alternative Investment Partnerships **Requisition Number:** 112029 - 87 **Function:** Tax Services ... and what we stand for as a firm KPMG is currently seeking a Seasonal Senior Associate,- Tax Financial Services to join our Business Tax Services (https://… more
