- 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, ... year-end tax deliverables.\u00A0 In addition, as a Senior Tax Manager, you will share your... 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
- 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 ... Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove… more
- Fidelity TalentSource LLC (Greenville, DE)
- …(PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC ... RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer!This role is an integral member of the Personal Trust Administration… more
- Fidelity TalentSource LLC (Durham, NC)
- …education equivalent) in Computer Science, Engineering, Information Technology and Management , Information Systems, Mathematics, Physics, or a closely related field ... and three (3) years of experience as a Senior Software Engineer/Developer (or closely related occupation) performing architectural design and development of… 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 ... and terms if within own lending limitsServe as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are,… more
- Creative Financial Staffing (San Francisco, CA)
- …the direction of the Managers of Investments and Supporting Foundations, the Senior Accountant will assist the Investment Manager and Supporting Foundations ... annual audit related to the invested assets and supporting foundations. The Senior Accountant will assist in preparing both internal and external reporting,… more
- Fidelity TalentSource LLC (Chicago, IL)
- …OrganizationPrivate Wealth Management brings financial strategies across retirement, investment , tax , and estate planning to protect, grow and ... for future goals and cash flow needs through a sound and efficient savings, investment , and tax strategy. The Expertise\u00A0We re Looking ForSeries 7, 63, 65,… more
- Creative Financial Staffing (Denver, CO)
- Senior Staff AccountantWe are seeking a highly skilled and detail-oriented Senior Staff Accountant to join our client's Finance team. As a Senior Staff ... 100% onsite with flexibility Compensation: $75k-$90k Responsibilities of the Senior Staff Accountant Prepare monthly account reconciliations for assigned general… 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
- Creative Financial Staffing (Palm Beach Gardens, FL)
- …paid Healthcare, 401k, and paid vacation & holidays. What will the Real Estate Senior Accountant do? Responsible for the monthly G/L close and preparation of monthly ... for depository and disbursement accounts. Review and approve monthly sales tax filings. Balance fixed assets and depreciation schedules. Prepare funding for… more
- Creative Financial Staffing (Stamford, CT)
- …for entities, including researching and correcting variances; Recording of cash and investment transactions; Preparation of Sales and Use Tax returns and ... The Senior Accountant's responsibilities include supporting the General Ledger...3-5 years accounting experience; Excellent analytical skills; Excellent time management skills; High Volume accuracy; Ability to work well… more
- Creative Financial Staffing (Boston, MA)
- …company seeking an Accountant: Our client provides grantmaking, administrative, financial management , and consulting services to foundations and other donors Our ... including written products and workshops, for clients and prospective clients Reconcile investment activity and post activity to GL Generate reports and financial… more
- Fidelity TalentSource LLC (Durham, NC)
- …and Donor Advised Funds, regulatory laws related to Exempt Organizations and tax -deductible charitable giving, and investment management , including ... and help evolve our industry leading differentiators such as the Advisor Practice Management , the Charitable Investment Advisor Program and more! You are an… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …skills including the ability to successfully interact with all levels of senior management and associatesAdvanced proficiency in Microsoft Office suite of ... in the Executive Assistant role to individuals on the senior sales management team and 50% of...your team. This role, reporting to the Head of Tax Exempt Sales Support and Executive Admin Office, is… more
- Windstream (Charlotte, NC)
- …people and empower business in a world of infinite possibilities! Senior Accountant - Consolidation and External Reporting Job Responsibilities: Preparation of ... entries to allocate corporate expenses to operating companies to support tax and regulatory reporting requirements. Preparation of journal entries and reconciliation… more
- Creative Financial Staffing (Orlando, FL)
- …in accordance with GAAP and regulatory requirements. Communicate financial results to senior management , the board of directors, and external stakeholders. ... a crucial role in our finance department, overseeing all aspects of financial management , reporting, and compliance. You will work closely with the CFO and other… more
- Creative Financial Staffing (Fort Lauderdale, FL)
- …Ad Hoc Projects: Undertake special projects or assignments as requested by senior management , which may involve financial analysis, system implementations, or ... Conduct financial analysis to support decision-making, such as evaluating investment opportunities, assessing profitability, and identifying areas for cost… 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 ... new created role. This person will also hire a Senior Accountant to assist by the end of the...portfolio companies, intermediate holding and fund level entities and management company in accordance with various accounting standards (ie… more
- Creative Financial Staffing (Westport, CT)
- …for all employees as required Oversee timely quarterly and annual payroll tax returns including W-2 distribution. Facilities Management : Implement and promote ... down the line. Responsibilities of Director of Finance and Administration: Financial Management Develop and manage the annual budget in collaboration with Executive… more
