- Deloitte (Atlanta, GA)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and… more
- Deloitte (Atlanta, GA)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund...opportunities with the support of our robust Washington National Tax group. Tax Manager build… more
- NFP (Los Angeles, CA)
- …unique. Position Summary & Overall Purpose Responsible for enhancing the Relationship Manager /Partner & team's effectiveness by performing a wide variety of complex, ... Acts as business partner in all areas of Relationship Manager 's practice. Supports the Relationship Manager 's by...organization and different departments at Lenox, NFP and Mass Mutual . Acts as a Champion with the team on… more
- State of South Carolina (Blythewood, SC)
- …*Collects all requirement fees and donations for the Gift of Life Trust Fund . Reconciles and prepares individual daily report and refund request documents. Computes ... vehicle sales tax and makes weight adjustments to the vehicle record...of an exceptional team and diverse culture that nurtures mutual success for our customers, employees and our communities.… more
- UMB Bank (Milwaukee, WI)
- …manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund Accountant ... Registered Fund team** , which...the daily calculation of the net asset value for multiple mutual funds, as well as, performing the accounting, pricing, review… more
- Boston Mutual Life Insurance (Canton, MA)
- …and associates "better than where we found them" **Statement of Position** The Tax Manager reports directly to the Treasurer, EVP Finance, Investments & ... -related reporting requirements of federal and state jurisdictions. The Tax Manager interacts internally with all levels...tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns… more
- Deloitte (Mclean, VA)
- Mutual funds-Are you a leader, passionate about financial products...the career for you! What you'll do As a Tax Manager , you will draw on experience in ... and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a… more
- Deloitte (New York, NY)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund...opportunities with the support of our robust Washington National Tax group. Tax Manager build… more
- Deloitte (Cincinnati, OH)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, ... 2026. What you'll do As a Tax Manager , you will utilize your prior...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Deloitte (Raleigh, NC)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and… more
- T. Rowe Price (Owings Mills, MD)
- …ways that matter to you . About this Position We are seeking an adaptable and innovative tax senior manager to join our Investment Tax team. You will join a ... calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs....will also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- Focus on the Family (Colorado Springs, CO)
- …Social Security + Interfaces with officials from government, banking, insurance carriers, mutual fund custodians, and software providers on issues relating to ... the culture is rewarding, and the purpose is eternal. The Payroll Manager position exists to oversee the entire Payroll function including ensuring timely… more
- Bank of America (New York, NY)
- …Conducts primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary responsibility includes: * maintaining ... Manager Selection Analyst New York, New York **To...delivery of a high-quality platform of equity investment vehicles ( mutual funds, separately managed accounts, active ETFs. etc.). Focus… more
- BMO Financial Group (Scottsdale, AZ)
- …bond sales and building bond ladders. Also, may provide stock, bond, ETF, and mutual fund research and analysis. APM participates in the Investment Committee. ... An Associate Portfolio Manager (APM) at Stoker Ostler Wealth Advisors works...cash reserve requirements and implementing strategies that enhance the tax efficiency of portfolios such as tax -loss… more
- Neuberger Berman (New York, NY)
- …strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows, terminations ... Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified… more
- Lincoln Financial (Radnor, PA)
- …Lincoln office **Relocation assistance:** is not available for this opportunity. **Hiring Manager :** Ben Richer **Requisition #:** 74906 **The Role at a Glance** The ... and thought leadership in the development of a market leading and profitable Fund Management line-up. They will lead teams that are responsible for continuous… more
- Bank of America (Dallas, TX)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign ...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Spokane County (Spokane, WA)
- …is an estimate based upon full-time base compensation, median retirement fund contributions, and current employer-paid health and related benefit contribution rates ... and exercises. In the absence of the Deputy Director, serve as the EOC Manager during EOC activations; lead personnel from other County and non-County agencies in… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …experience working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. + Proven ... and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher risk… more
- Boston Health Care for the Homeless Program (Boston, MA)
- …work that is transformational: recognizing our shared humanity; centering dignity, compassion, mutual respect and supporting the right of every individual to access ... ledger account. + Post monthly manual checks into the fund accounting system. + Post and reconcile all credit...appropriate spending of grant budgets. + Assist the Accounting Manager with the Fiscal Year budget. + Process the… more
