- Deloitte (Stamford, CT)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Louisville, KY)
- …federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- CIBC (IL)
- … tax reporting, and board reporting tasks. Act as the Subject Matter Expert on running mutual fund and private funds . **Who You Are** + **You engage with ... fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds . In...Tax Accounting, Audit, or Accounting experience with interval funds , mutual funds , hedge or… more
- Lincoln Financial (Radnor, PA)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund...Required) * 5 - 7+ Years of experience with mutual funds , investment advisers and/or service providers… more
- Deloitte (New York, NY)
- …International Private Equity and Investment Management practice. What You'll Do As a Tax Senior Consultant, you will work within an engagement team and ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Cherry Bekaert (Denver, CO)
- …**As a Tax Senior , you will:** + Review federal and multi-state tax returns; experience with flow-through entities, Hedge Funds , Fund of Funds ... tax services to our clients. As a ** Tax Senior ** supporting our **Denver** location, you...inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do… more
- Deloitte (Dallas, TX)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, ... 2026. What You'll Do As a Tax Senior , 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 ... the Position We are seeking an adaptable and innovative tax senior associate to join our Investment...also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- Deloitte (Tulsa, OK)
- …for real estate funds , then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within...the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds… 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...development and motivation of the engagement team + Supervising Senior and Tax Consultants The Team As… 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
- US Bank (Milwaukee, WI)
- …senior level Fund Administrators on regulatory compliance reporting for assigned mutual fund clients. Responsible for primary contact with fund ... including coordination of financial projects, including mutual fund expense management and communication of fund ...legal, regulatory and accounting principles which directly affect the mutual fund industry and their clients +… more
- City National Bank (Jersey City, NJ)
- …qualified investment advisory accounts is a plus. * Advise on issues relating to mutual funds , fund -related agreements, and regulatory filings. * Work with ... * SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS...and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and affiliates with respect to wealth management… more
- Wellington (Boston, MA)
- …of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are ... the firm, including private investment valuation and operations, investment product and fund services, legal & compliance, tax , and information technology to… more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- HUB International (Bethesda, MD)
- …CFP required **Knowledge and Skills:** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and ... building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor, you will work directly with referral partners, and prospective… more
- HUB International (Albuquerque, NM)
- …CFP required **Skills and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and ... due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients… more
- Thrivent Financial (WI)
- …but not limited to, Life Insurance, Disability Insurance, Long-Term Care Insurance, Annuities, Mutual Funds , Brokerage, etc. + Prepare and coordinate a wide ... practice for Thrivent in Central Wisconsin, is looking for a full-time Senior Client Services Administrator (CSA) focused on application processing and related work… more
- Bank of America (Charlotte, NC)
- …for the Automated Investment (Sweep) product including the high-risk process of the Mutual Fund Trades, wires, and financial entries. 1099, 1042 reporting and ... Senior Operations Analyst Dallas, Texas;Charlotte, North Carolina; Phoenix,...and spelling) and verbal communications. + Working knowledge of tax forms + Working knowledge of 1099's / 1042's… more
- Eliassen Group (Westlake, TX)
- …management, retirement planning, brokerage services, and wealth management. Known for its mutual funds , it also provides ETFs, stocks, bonds, and other ... ** Senior Full Stack Developer** **Westlake, TX** **Type:** Contract...following benefits: medical (choice of 3 plans), dental, vision, pre- tax accounts, other voluntary benefits including life and disability… more