- Vanguard (Malvern, PA)
- …new rule implementations pertaining to your coverage area. + Support the wider Global Fund , Advisor , and Distribution team as needed. + Participates in special ... will be a member of a team of dedicated compliance professionals who play a critical role in ensuring... advisory support. You will serve as a trusted advisor to the investment management business and provide guidance,… more
- Deloitte (Philadelphia, PA)
- …understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance ? If this is music to your ears, and you love a ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You… more
- Vanguard (Malvern, PA)
- …role reports to the Head of Global Fund , Advisor , and Distribution Compliance and is a senior leader within the Compliance Department. Job ... The Senior Compliance Director, Products and Funds...data and operational requirements of new product initiatives and fund implementations, including partnering closely with operational teams, as… more
- Vanguard (Malvern, PA)
- …stakeholders to develop and advance organizational strategies and activities. + Ensure that fund and advisor legal matters implicating areas across the company ... a wide range of complex and compelling legal and compliance issues. To continue to support its growing business,...its Investment Products, Disclosure & Governance Legal Team. As Senior Counsel, you will serve as a subject matter… more
- Deloitte (Philadelphia, PA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior , you will ... utilize your prior experience to provide tax compliance and advisory services to investment management clients. You...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more