- Deloitte (Mclean, VA)
- Mutual funds -Are you a leader, passionate about financial...have the career for you! What you'll do As a Tax Manager , you will draw on experience in ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… 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,… 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 ... opportunities with the support of our robust Washington National Tax group. Tax Manager build... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… 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 (Raleigh, NC)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...and consulting" peak your interest? Do you enjoy providing tax consulting and compliance services to US and foreign… 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..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- T. Rowe Price (Owings Mills, MD)
- … provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will ... this Position We are seeking an adaptable and innovative tax senior manager to join our Investment...also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- HUB International (Bethesda, MD)
- …and Skills:** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… more
- HUB International (Albuquerque, NM)
- …and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… 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.… more
- Lincoln Financial (Radnor, PA)
- …Ideal candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds , and being ... **Relocation assistance:** is not available for this opportunity. **Hiring Manager :** Ben Richer **Requisition #:** 74906 **The Role at...in the development of a market leading and profitable Fund Management line-up. They will lead teams that are… 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
- 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 (Lake Oswego, OR)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager Portland, Oregon;Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.**… more
- Bank of America (San Diego, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (San Francisco, CA)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Planned Parenthood of Greater New York (New York, NY)
- …and vision coverage options for you and eligible dependents FSA, HSA, Commuter pre- tax reimbursement funds Short- and Long-Term Disability, Free Basic Life and ... POSITION SUMMARY The Manager of Financial Counseling works closely with the...patients to apply for Medicaid, evaluating eligibility for grant funds , setting up payment plans and providing good faith… 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
- Zions Bancorporation (Las Vegas, NV)
- …reviews and maintains fiduciary and compliance training and education. + Experienced in mutual funds , ETFs, separately managed accounts, and private capital. + ... the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located in Las Vegas, NV and… more
- Citigroup (New York, NY)
- …management and organizational skills. + Broad understanding of key product structures ( mutual funds , SMAs, alternatives, ETFs, etc) + FINRA Securities Industry ... and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd party asset… more