- Range (New York, NY)
- …the impact of different financial decisions, such as changes in employment, investments , or family status, on future tax liabilities. Under-withholding and ... Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs). Alternative Minimum Tax (AMT) Planning: Techniques for...with regard to the exercise of ISOs. Real Property Investments : Provide tax planning services specifically for… more
- Goldman Sachs, Inc. (Houston, TX)
- …planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic ... entities, and other business activities, including impact of the Alternative Minimum Tax Strong income tax planning expertise Experience with state and local… more
- Catalyst Labs (Santa Clara, CA)
- … tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 ... adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax… more
- J Harlan Group, LLC (New York, NY)
- Fund Accountant NYC Private Credit - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Fund ... Accountant at a prominent NYC Private Credit - Investment Manager. An exciting opportunity reporting directly to the...needed for internal Legal Entity approval, coordinate establishment of tax documentation (W8, W9) for all entities Monitor legal… more
- Deloitte (Atlanta, GA)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our… more
- Viking Global Investors (Stamford, CT)
- …of the international, federal, and state & local taxation of various types of alternative investment fund structures. The role will report into the Head of ... Viking Global Investors LP is a global investment firm founded in 1999. We manage more...LOCATION: 600 Washington Boulevard, Stamford, CT JOB FUNCTION The tax professional will have direct responsibility for hedge fund… more
- The Citco Group Limited (Jersey City, NJ)
- …the Team & Business Line: Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our ... continuous investment in learning and technology solutions means our people...equipped to deliver a seamless client experience. The Citco tax team provides compliance services for numerous hedge and… more
- PricewaterhouseCoopers (Charlotte, NC)
- …management companies to limit tax liability; Possessing in-depth knowledge of alternative investment strategies and vehicles; and, Utilizing in-depth tax ... Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial… more
- State Street Corporation (Boston, MA)
- …fund services to both Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group. Our PE team delivers customized service ... and delivery of accounting and administrative services for one or more alternative investment client relationships. Primarily responsible for the allocation of… more
- HSBC (New York, NY)
- …the Americas market. The Associate - Fund Manager Research will attend the alternative investment committee and global research committee which is responsible ... ensure that there is ongoing monitoring completed on all investments for the platform (circa 500 investments )...in operational due diligence or an audit firm auditing alternative investment product (hedge funds and/ or… more
- JPMorgan Chase & Co. (New York, NY)
- …of delivering innovative solutions across market cycles. Our specialized teams manage alternative investment strategies, supported by the extensive resources and ... metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments . Engage with independent external auditors and tax practitioners.… more
- State Street Corporation (Boston, MA)
- …(IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, ... more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &… more
- Realized Holdings Inc (Austin, TX)
- …and proficiency with Microsoft Office Suite. Expertise in sales strategies, tax -efficient investment solutions, and industry best practices. Proven ability ... to seamlessly transition from individual property ownership to diversified, tax -efficient portfolios of real estate-backed securities, leveraging our proprietary… more
- Blue Owl (Chicago, IL)
- …and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong ... partnership, long terms lease, and mortgage documents. Experience with reporting investment activity to institutional investors. Respond to requests for information… more
- State of Washington (Olympia, WA)
- …in the application process or needing this job announcement in an alternative format should provide contact information via email to ###@wsgc.wa.gov. Applicants who ... year in a medical flexible spending account which enables them to use tax -deferred dollars toward their health care expenses. Employees are also covered by basic… more
- Kaufman Rossin (Miami, FL)
- …the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You'll ... , you'll be responsible for leading compilation and review of engagements, and tax planning and preparation related to individual, corporate, and partnership tax … more
- Oliver James (New York, NY)
- …to help you grow your book and client base * Comprehensive support across investments , insurance, estate and tax strategy * Transition support tailored to ... by grid caps, internal politics, or lack of support, this platform offers a compelling alternative . This is not simply a landing spot-it's a launchpad. As an SVP and… more
- Arizona Department of Administration (Phoenix, AZ)
- …Compensation Program *Voluntary participation. *Program administered through Nationwide. * Tax -deferred retirement investments through payroll deductions. Contact ... request a reasonable accommodation such as a sign language interpreter or an alternative format by emailing ###@azahcccs.gov. Requests should be made as early as… more
- State of Washington (Olympia, WA)
- …the application process or testing process, or those needing this announcement in an alternative format, may call ###. TTY users should first call 711 to access the ... year in a medical flexible spending account which enables them to use tax -deferred dollars toward their health care expenses. Employees are also covered by basic… more
- City of Boise, ID (Boise, ID)
- …account. Retirement and Investment Plans: PERSI retirement benefits 401(k) or 457b pre- tax investment options with employer match. 457b Roth after- tax ... match WellBeing Program: Up to $500 cash per year for participants. Alternative transportation incentives. Paid Leave - City employees receive generous paid leave:… more
