- 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...40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products.\u00A0 The Tax Team works closely… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:Reporting to the tax director, this position is a key contributor to the tax compliance group with significant growth opportunity.\u00A0 If you ... are a highly motivated and experienced tax professional looking to be part of a growing,...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Greenville, DE)
- …RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer!This role is an integral member of the Personal Trust Administration ... trust relationships. With the help of a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …Work Impacts\u00A0the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment , tax , and estate planning to protect, grow ... in a dynamic, fast-paced and deadline-oriented environmentYou will conduct comprehensive investment related discussions and participate in client meetings for … more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:JOB TITLE: Senior Systems Analyst, Grade 5The RoleThe Senior Systems Analyst will be responsible for analysis of the current business and ... Extensive knowledge and experience in the brokerage business, especially Asset Servicing, Tax Cost Basis, is a major plus.Highly analytical and can assess magnitude… more
- EY (New York, NY)
- …& Transactions organization. * Manage, develop, and mentor junior team members at the Associate , Senior Associate , Consultant, and Director levels. * Develop ... DC.Competitive business today is all about making intelligent, informed decisions. As a Senior Director within EY-Parthenon you will help make that happen. You will… more
- Fidelity TalentSource LLC (Durham, NC)
- …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 Enterprise-scale Cloud applications with tax cost basis and pricing applications within the brokerage industry. Or, alternatively, Master s degree (or… more
- EY (New York, NY)
- …& Transactions organization * Manage, develop, and mentor junior team members at the Associate , Senior Associate , Consultant, and Director levels * Develop ... responsible for translating client needs into project tasks and deliverables. Senior Directors manage day-to-day problem-solving and team analytical activities and… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Technology to support the systems analysis for onboarding producers / consumers to Trade, Tax and Asset Servicing applications. You ll make a large impact on the ... organization by focusing on adoption of the modernized applications.\u00A0\u202F\u00A0The Senior System Analyst will act as the primary interface between our domain… 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
- EY (San Antonio, TX)
- …is experiencing tremendous current and projected growth. We have made a significant investment in building an on-shore Service Delivery Center based in San Antonio, ... checks on audit reporting and documentation. In this position, Analysts will coach Associate Analyst I, Associate Analyst II, and Analyst positions in skills… more
- Fidelity TalentSource LLC (Chicago, IL)
- …Income Protection, Asset Protection, and Family AssistanceRapport as a poised senior associate with significant experience, keen communicating skills 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 (Durham, NC)
- …and Donor Advised Funds, regulatory laws related to Exempt Organizations and tax -deductible charitable giving, and investment management, including investment ... granting more than 2.3M grants totaling $11.8B in 2023 alone.NCS is seeking a senior executive to lead the fundraising and distribution function and be a part of… more
- Creative Financial Staffing (Minnetonka, MN)
- …the annual tax reporting process for the organization. Partner with senior accountants to advance accounting practices and reporting. Develop and maintain weekly ... Job Opportunity: Accounts Payable Analyst Our client, a distinguished investment firm, is seeking an Accounts Payable Analyst to join their team. Company Highlights:… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …of your time will be spent in the Executive Assistant role to individuals on the senior sales management team and 50% of your time will be spent in the manager role ... your team. This role, reporting to the Head of Tax Exempt Sales Support and Executive Admin Office, is...the ability to successfully interact with all levels of senior management and associatesAdvanced proficiency in Microsoft Office suite… more
- EY (Hoboken, NJ)
- …and solutions to our internal and external clients. The Category Management Leader ( Associate Director) will be at the forefront in working with our internal and ... support strategic and cost-effective sourcing of that data.This position is a for a senior member of the Data Office extended leadership team and will input into the… 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 ... for Private Equity, Private Equity Fund of Funds, and Hedge Funds. The Tax Senior Associate is primarily responsible for reviewing partnership and corporate … more
- KPMG (Dallas, TX)
- **Business Title:** Seasonal Tax Senior Associate , Alternative Investment Partnerships **Requisition Number:** 112029 - 87 **Function:** Tax Services ... important than investing in our culture because it's an investment in our people, our future, and what we...as a firm KPMG is currently seeking a Seasonal Senior Associate ,- Tax Financial Services to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a top private investment firm overseeing ~$40 billion in equity capital. As a Senior Tax Associate in San Francisco, you'll be immersed in a world ... access to an onsite gym-all with commute expenses reimbursed. Some Responsibilities as Senior Tax Associate : + Handling tax accounting across various… more
- KPMG (Short Hills, NJ)
- **Business Title:** Senior Associate , NYFS Mutual Fund Tax **Requisition Number:** 107002 - 61 **Function:** Tax Services **Area of Interest:** ... firm KPMG is currently seeking a Senior Associate to join our Business Tax Services...Participate in technical training to develop skills + Develop investment tax and other accounting skills Qualifications:… more
