- Deloitte (Morristown, NJ)
- 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 (Morristown, NJ)
- …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 (New York, NY)
- … 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
- Deloitte (Morristown, NJ)
- …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
- Deloitte (Morristown, NJ)
- …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 (Morristown, NJ)
- …process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Recruiting for this role ends ... on May 31, 2026. Work you'll do As a Senior Tax Manager, you will utilize your...the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds… more
- Deloitte (Morristown, NJ)
- …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
- 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
- Citigroup (New York, NY)
- …management and organizational skills. + Broad understanding of key product structures ( mutual funds , SMAs, alternatives, ETFs, etc) + FINRA Securities Industry ... Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating...wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW… 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
- Bank of America (Florham Park, NJ)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more
- New York Genome Center (New York, NY)
- …financial administration of sponsored projects and manage the financial compliance and fund accounting functions across NYGC. This role will be responsible for ... requirements including the Single audit, full audit (research activities only), 990 tax reporting (research activities only), and is responsible for the Negotiated… more