• BDO USA (Fort Lauderdale, FL)
    …on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying ... field of taxation Use expertise to advise clients on tax implications and recommend alternative courses of...to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance… more
    Upward (07/01/25)
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  • BDO USA (New York, NY)
    …identified topics Analyzes researched facts and the sources utilized Prepares studies of tax implications and outlines alternative courses of action to clients ... Job Description Job Summary: The Tax Managing Director, State and Local Taxation is...to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance… more
    Upward (07/02/25)
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  • Victory Capitel (Boston, MA)
    …including mutual funds, ETFs, separately managed accounts, alternative investments , third-party ETF model strategies, collective investment trusts, private ... firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating… more
    Upward (06/25/25)
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  • 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 ... on tax -efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities and… more
    Upward (07/18/25)
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  • Catalyst Labs (Mountain View, 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
    Upward (07/23/25)
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  • 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 ... Contribute: Kaufman Rossin is seeking a Tax Senior with M&A experience to join our dynamic Tax Advisory Services team. This important role includes technical … more
    Upward (07/18/25)
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  • Neuberger Berman Group LLC (New York, NY)
    …is to conduct operational due diligence reviews on both existing and prospective investments maintained with third party alternative fund managers (ie hedge, ... in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the...ODD review process of a roster of over 300 alternative fund managers and specialty lenders across various strategies… more
    Upward (07/20/25)
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  • State Street Corporation (Atlanta, GA)
    …Fund Accounting experience, including 3+ years of supervisory experience Experience with alternative investment asset classes, complex fund structures and fee ... 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
    Upward (07/23/25)
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  • BlackRock, Inc. (San Francisco, CA)
    … advisers, financial planners, insurance companies and building societies. Alternative Investments , Cash Management, Financial Institutions, Global Consultant ... & Investment Communications, Private Client, Real Estate, Capital Markets, Pensions/ Tax -Exempt, and Wealth Management are some of the key global product units,… more
    Upward (07/01/25)
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  • CAIS (New York, NY)
    CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and ... leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors… more
    Upward (07/12/25)
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  • Apollo (New York, NY)
    …together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer ... Position Overview Apollo is a high-growth, global alternative asset manager. In our asset management business,...return at every point along the risk-reward spectrum from investment grade to private equity with a focus on… more
    Upward (07/20/25)
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  • Northern Trust (Dallas, TX)
    …including commercial real estate, private operating businesses, marketable securities, alternative investments , private stock, executive aircraft, yachts, fine ... aspects of financial planning, including wealth transfer, banking, lending, insurance, investments , tax management, philanthropy, family communication and more.… more
    Upward (07/06/25)
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  • Franklin Templeton (Boston, MA)
    …business analytics, or marketing within asset management, ideally with a strong focus on alternative investments . Proven ability to act as a partner to sales and ... and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset...Retirement Plan with a generous company match on your pre- tax and/or Roth contributions, up to the IRS limits… more
    Upward (07/07/25)
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  • 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
    Upward (06/30/25)
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  • City of Hallandale Beach, FL (Hallandale, FL)
    …The FRS offers eligible employees an option between a Pension Plan and an Investment Plan. General Employees are classified in the Regular Service Class and as of ... 457 plan), for which the employee may voluntarily contribute to on a pre- tax basis. No employer contributions are made. Roth IRA Savings Plan (Traditional Roth… more
    Upward (07/23/25)
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  • State of Washington (Olympia, WA)
    …Washington. The National Guard ChalleNGe Program is one of the most successful alternative education programs designed for high school dropouts or youth that are not ... in the application process, or those needing this job announcement in an alternative format may contact the Recruitment Section of State Human Resources at: Email:… more
    Upward (06/24/25)
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  • North Thurston Public Schools (Lacey, WA)
    …including school reform legislation. Knowledge of innovations in education; alternative instructional strategies, alternative assessment methods; blended ... Department of Retirement Systems' website. Employees also can participate in tax -deferred 403(b) and 457 Deferred Compensation Plans (DCP). These are supplemental… more
    Upward (07/11/25)
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  • State of Washington (Olympia, WA)
    …requiring accommodation in the application process or this job announcement in an alternative format may contact the Recruiter at ###. Applicants who are deaf or ... 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
    Upward (07/06/25)
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  • State of Washington (Olympia, WA)
    …needing accommodation in the application process or this announcement in an alternative format please contact Jayme Chase by phone ### or email ###@dfw.wa.gov, ... 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
    Upward (07/21/25)
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  • The University of Pennsylvania (Philadelphia, PA)
    …issues such as room conflicts and able to help clients find alternative space options when necessary. Provide clients with information regarding technical ... for eligible health care and dependent care expenses with pre- tax dollars. Tuition : Take advantage of Penn's exceptional...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. Time Away from… more
    Upward (06/28/25)
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