- Morgan Stanley (New York, NY)
- …private equity areas. _Principal Duties_: Supervise Tax Staff in preparation of partnership tax allocations, tax estimates, and K-1 working papers for ... reporting. o Review tax withholding reports . Responsible for maintenance of partnership tax lot layering o Initialization of layering o Maintain and… more
- Morgan Stanley (New York, NY)
- …internal financial applications. * Knowledge of hedge fund and private equity fund tax accounting concepts including partnership tax accounting, tax ... fund, family office and private equity areas. _Principal Duties_: * Supervise and develop Tax Staff in preparation of partnership taxable income, tax … more
- Deloitte (Rosslyn, VA)
- …passionate about financial products and understand regulated investment companies, Subchapter M , section 4982 excise calculations, and tax compliance.? If ... and facilitate at least one engagement-specific training and one national training per year. The team As global leaders...Financial Planner (CFP) + Demonstrated advanced understanding of Subchapter M , financial products, and book to tax … more
- Deloitte (Princeton, NJ)
- …61 of the Internal Revenue Code (1042/1042-S and 1099 reporting), Withholding Partnership rules, Qualified Intermediaries, 871 m ), and other global information ... Are you a strategic and creative tax professional who would like to work on...61 of the Internal Revenue Code, Qualified Intermediaries, 871 m ) or other withholding and reporting regimes + Preparation… more
- Neuberger Berman (New York, NY)
- …booking of tax journal entries for both Corporate 1120 entities and partnership 1065 entities + Prepare quarterly tax estimates, and review externally ... prepared tax extensions across corporate and partnership filing groups + Prepare monthly gross receipts income...Maintain detailed support for deferred tax balances, tax payable/receivable balances, schedule M 's, FIN48 balances,… more
- Morgan Stanley (Jersey City, NJ)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... is an equal opportunity employer committed to diversifying its workforce ( M /F/Disability/Vet). #LI-JO **Job:** **Other* **Title:** *US Tax Operations Manager*… more
- Morgan Stanley (New York, NY)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... is an equal opportunity employer committed to diversifying its workforce ( M /F/Disability/Vet). **Job:** **Other* **Title:** * Tax Advisory Director (AVP)*… more
- Mill Creek Residential (Charlotte, NC)
- …role, or another role and make your mark at Mill Creek._** **Position Su** ** m ** ** m ** **ary** The Asset Manager is responsible for providing strategic ... quarterly investment strategy reviews to facilitate strategic discussions with MCR Partnership and Executives regarding asset valuations and sale, refi and/or hold… more
- Morgan Stanley (NY)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... hedge fund investor, accounting concepts including: *Offshore class/series accounting * Partnership accounting *Allocation of new issues *Accounting for complex… more
- Morgan Stanley (Alpharetta, GA)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... the daily operations of all reconciliation activity: client holdings, cash, transactions and tax lot data. This position requires a hands-on leader with the ability… more
- Morgan Stanley (Seattle, WA)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... of the week. *ABOUT THE ROLE* Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers… more
- Morgan Stanley (New York, NY)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... able to advise hedge fund managers on: *Legal, regulatory and tax -related considerations for Investment Advisors and Fund(s). *Alternative Investment fund… more
- Morgan Stanley (Boston, MA)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc. - Support the coordination of responses to… more
- Robert Half Legal (Chicago, IL)
- …projects including the implementation of a new revenue accounting system, M & A activities, and on-going process improvement. Key responsibilities * Collaborate ... key business partners, for example, Product Finance, Legal, Sales, Run Rate, Tax , and Billing to deliver critical business initiatives and identify value… more
- Morgan Stanley (New York, NY)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... issuers nationwide in the public sector, housing, not-for-profit healthcare, and tax -exempt structured finance groups | prepare and execute live transactions,… more
- Harbor Group Management (Norfolk, VA)
- …+ Develop a working knowledge of the properties, loan documents, partnership agreements, leases, and other agreements to assist with general responsibilities. ... assigned portfolio and properties. + Manage, track, and organize requisite real estate tax forms and processes across the commercial portfolio. + Assist with loan… more
- Siebert Williams Shank (New York, NY)
- …+ Coordinate with other departments such as fixed income trading, equities, tax -exempt finance, and asset management to support marketing of the firm's services ... Shank & Co., LLC is an Equal Opportunity Employer: EOE/ M /F/V/D committed to a diverse workforce. We welcome and...to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any… more
- Morgan Stanley (Denver, CO)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... through Financial Advisors to assist executives with implementing holistic and tax efficient wealth management strategies across their assets. Position Summary: The… more
- Morgan Stanley (Alpharetta, GA)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... or leadership experience . Experience with RIA community, separate accounts, UMAs, tax -efficient products and indexing a plus . Strong relationship building skills .… more
- Morgan Stanley (New York, NY)
- …stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership /union ... investment teams, as well as the finance team, investor relations, internal legal, tax , risk, compliance and control functions. The role will also support strategic… more