• Tax Manager - Mutual

    Deloitte (Charlotte, NC)
    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
    Deloitte (10/25/25)
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  • Senior Associate, Tax

    TIAA (Charlotte, NC)
    …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... **Job Description** + Assist the VP of Tax and Head of Tax with...+ Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly… more
    TIAA (11/19/25)
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  • Commercial Treasury Operations - Sweep Operations

    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 ... and spelling) and verbal communications. + Working knowledge of tax forms + Working knowledge of 1099's / 1042's...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (11/21/25)
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