- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleThe Senior Tax Manager is primarily responsible for performing detailed reviews of the workpapers for Regulated Investment Companies, ... tax deliverables.\u00A0 In addition, as a Senior Tax Manager , you will share your knowledge... Operations (FFIO) business unit, which provides accounting and investment management support services to Fidelity businesses… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:Reporting to the tax director, this position is a key contributor to the tax compliance group with significant growth opportunity.\u00A0 If you ... are a highly motivated and experienced tax professional looking to be part of a growing,...specifically Word and ExcelPerform other duties as assigned by management .Certifications:Company Overview Fidelity Investments is a privately held company… more
- Atlantic Group (Boston, MA)
- A distinguished investment management firm in Boston is looking to add a Senior Tax Manager to their growing team. Expertise in partnership tax is ... investments and a readiness to engage with debt instruments. The Senior Tax Manager must possess the ability to efficiently coordinate and oversee multiple… more
- Fidelity TalentSource LLC (Boston, MA)
- …registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s ... Description:The TeamWith more than $700 billion in assets under management as of December 31st, 2023, Fidelity s Strategic... expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax … more
- Fidelity TalentSource LLC (Boston, MA)
- …registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s ... with technology partners and write production code to solve complex investment management problems. Experience and EducationBachelor s degree requiredGraduate… more
- Creative Financial Staffing (San Francisco, CA)
- Senior Tax Manager - Family Office Clients Responsibilities: Act as point of contact and relationship manager for client, family, and outside service ... in developing integrated solutions utilizing a broad range of services including tax , estates and trusts, insurance and risk management , and philanthropy.… more
- Fidelity TalentSource LLC (New York, NY)
- …the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment , tax , and estate planning to protect, grow and transfer ... makes you an ideal candidate to be a Relationship Manager . The Expertise We re Looking ForSeries 7, 63...collaboration, you are a key player on the Wealth Management team as you manage a book of clients… more
- WSFS Bank (Berwyn, PA)
- …Consumer divisions, as well as for external centers of influence for wealth management services including investment management , financial planning, Trust ... relationships which involve the sale and servicing of credit, deposit and wealth management servicesThe Relationship Manager will attend to the needs of private… more
- Fidelity TalentSource LLC (Covington, KY)
- …overall financial education for participants of retirement plans within the tax -exempt market. \u00A0\u00A0This communication consultant role sits within the Tax ... Fidelity Workplace Investing, as we support retirement plans for tax -exempt employers and their participants. \u00A0Our clients are organizations\u2014healthcare,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity s customers and deepening their trust in ... for identifying, assessing, and reporting on significant risks and helping management improve the control environment. The TeamOur team provides Business Unit… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Your Work Impacts the Organization Fidelity Investments Workplace Investing provides investment management & recordkeeping services to defined contribution ... closely with the Plan s Advisor to ensure an Investment Review is conducted at least annually, which includes...457 plans for the small- and mid-size corporate, and tax -exempt markets. Company Overview At Fidelity, we are focused… more
- Creative Financial Staffing (Houston, TX)
- About the Company and Opportunity: Our client is a successful investment company. They invest in EVERYTHING renewables infrastructure wind, solar, batteries over 5B ... the controller! Work for a former big 4 audit manager , CPA with lots of knowledge to share. The...portfolio companies, intermediate holding and fund level entities and management company in accordance with various accounting standards (ie… more
- Creative Financial Staffing (Denver, CO)
- …minimum 4+ years of experience in corporate accounting Experience in private equity, investment management , or commercial real estate is a plus. Spanish ... growing real estate and investment company located in Denver seeking an Accounting Manager to fill a key role on the Accounting Team. Seize the opportunity to… more
- Creative Financial Staffing (Bakersfield, CA)
- …and identify opportunities for growth and cost optimization. Manage cash flow, investment activities, and financial risk management to optimize returns while ... Finance Manager About the company and opportunity: Our client...financial strategies, policies, and procedures to ensure effective financial management and compliance with regulations. Prepare and analyze financial… more
- Fidelity TalentSource LLC (Westlake, TX)
- …plus.The TeamFidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other ... implementing application resiliency procedures using HP Operations Orchestration; and process management using HP Service Manager and ServiceNowMaintain positive… more
- Creative Financial Staffing (San Francisco, CA)
- …Managers of Investments and Supporting Foundations, the Senior Accountant will assist the Investment Manager and Supporting Foundations Manager in the ... calls, and maintain up-to-date and accurate records for a number of investment vehicles and supporting foundations. They will be responsible for providing… more
- Creative Financial Staffing (Boston, MA)
- …excess of $12 billion, they carry decades of experience in real estate investment , finance, development, construction management and asset management . ... monthly reporting package prepared by the 3rd party fund manager Review the calculation of the developers carried interest...real estate industry required Real estate fund experience required Tax experience with REIT and K-1 reporting S-Corp and… more
- Creative Financial Staffing (Boston, MA)
- …excess of $12 billion, they carry decades of experience in real estate investment , finance, development, construction management and asset management . ... monthly reporting package prepared by the 3rd party fund manager Review the calculation of the developers carried interest...real estate industry required Real estate fund experience required Tax experience with REIT and K-1 reporting S-Corp and… more
- Creative Financial Staffing (Seattle, WA)
- …degree in accounting or finance 10+ years progressive experience Real estate development/ management / investment exposure Yardi preferred #INAPR2024 #LI-MG7 ... Overview: Seattle real estate developer and manager of commercial, residential and mixed-use properties, who's strength is visualizing, developing and managing… more
- Deloitte (Columbus, OH)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
