- 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 (San Juan, PR)
- 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
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... or equivalent experience - Eight to 12 years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Advanced… more
- Citigroup (Tampa, FL)
- The Tax Group Manager is a senior management level...seamless delivery of tax services to our US mutual fund tax clients. **Responsibilities:** + ... of a team or department, driving a variety of fund valuation activities in coordination with the Tax Services team. The overall objective of this role is… more
- UMB Bank (Milwaukee, WI)
- …which manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the **Lead Fund ... the NAV + Assess potential training needs for the Fund Accountants and provide feedback to the manager... Fund Accountants and provide feedback to the manager regarding Fund Accountant's performance + Identify… 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
- BlackRock (Wilmington, DE)
- …with tax , product, and portfolio management teams to determine fund structures, distribution practices and operational models. + Contribute towards and prepare ... 6-10 years 1940 Act investment management industry experience with fund structures such as open-end mutual funds...mergers, and other restructuring events. + Familiarity with RIC tax and fund distribution requirements. + Diverse… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …management, custody, employee benefit and individual retirement accounts including: + Security and mutual fund trade processing and settlement. + Security and ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150...mutual fund income processing. + Reconciliation of assets to various… 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
- Tompkins Community Bank (Mount Kisco, NY)
- …a company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and ... sourcing of new ideas - meet regularly with fund managers and research analytics of fund ...knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking… 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
- BlackRock (Wilmington, DE)
- …pricing, tax , legal and compliance. **Role Responsibility: Alternatives POG Fund Services Analyst** + Support alternatives fund launches, change events, ... with tax , product, and portfolio management teams to determine fund structures, distribution practices and operational models. + Contribute towards and prepare… more
- Shenandoah University (Winchester, VA)
- …University's Office of Advancement is accepting applications for a Gift and Data Manager . This is a full time, benefited position located in the Feltner Building ... in downtown Winchester, VA. The Gift and Data Manager oversees the use of Blackbaud for gift, pledge,...accurately value gifts of securities for donor gift and tax purposes and university records. Reconcile endowment transactions and… 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)
- … selection, portfolio construction, asset allocation, or risk management. + Experience in mutual funds. + Experience in manager / fund research and risk ... Role at a Glance** The Investment Analyst on the Manager Selection and Portfolio Construction Team is a key...$92B of which is Lincoln's proprietary variable insurance trust mutual funds. You will regularly interact with senior management,… more
- Trustco Bank (Albany, NY)
- …trusts and investment accounts, working with staff members on the factoring of mutual fund postings, working with trust administrators in the processing and ... **Job Title:** IRA/Financial Services Coordinator **Reports to:** IRA Manager **FLSA Status:** Non-Exempt **Salary Grade:** NE12 **Supervisory...filing of annual tax returns and various tax forms, assisting… 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
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