- Deloitte (Charlotte, NC)
- 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 (Charlotte, NC)
- …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
- Lincoln Financial (Charlotte, NC)
- …(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
- Lincoln Financial (Charlotte, NC)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting, negotiating, and interpreting participation ... Providing legal advice on the ongoing operation of Lincoln Financial Group's proprietary mutual funds and the advisory and administrative services LFG affiliates… more
- Deloitte (Charlotte, NC)
- … 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
- Lincoln Financial (Charlotte, NC)
- … Tax Analyst** with investment fund tax experience to join our Corporate Tax / Mutual Fund Administration team. In this role you will support ... Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds ,...withholding tax reclaims * Research and document tax issues under the guidance of senior … more
- Deloitte (Charlotte, NC)
- …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