- KPMG (Columbus, OH)
- **Business Title:** Mutual Fund Tax - Manager **Requisition Number:** 115124 - 72 **Function:** Tax Services **Area of Interest:** **State:** OH ... stand for as a firm KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax… more
- Deloitte (Stamford, CT)
- Mutual funds-Are you a leader, passionate about financial products...the career for you! What you'll do As a Tax Manager , you will draw on experience in ... and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a… more
- UMB Bank (Milwaukee, WI)
- …manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund Accounting ... Registered Fund team** , which...the daily calculation of the net asset value for multiple mutual funds, as well as, performing the accounting, pricing, review… more
- Deloitte (Tampa, FL)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund...opportunities with the support of our robust Washington National Tax group. Tax Manager build… more
- Insight Global (Nashville, TN)
- …to Nashville, TN or open to relocating to Nashville, TN - Mutual Fund Management experience - Fundamental tax reporting- dealing with K1s, 1099s null We ... Job Description A client in the Nashville, TN area is looking for a Fund Administration Manager to join their team. This is a new role that will oversee a team… more
- University of Pennsylvania (Philadelphia, PA)
- …Development Assistant for Marketing and Donor Participation in The Penn Fund Job Profile Title Administrative Assistant B Job Description Summary Organizational ... Mission and Values: Established in 1927, The Penn Fund supports the University's mission through upholding the core...honor the dignity and personal rights of others through mutual respect and trust. Overview: Reporting to the Director… more
- UMB Bank (Milwaukee, WI)
- …which manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the **Lead Fund ... the NAV + Assess potential training needs for the Fund Accountants and provide feedback to the manager... Fund Accountants and provide feedback to the manager regarding Fund Accountant's performance + Identify… more
- Wellington (Boston, MA)
- …of 30 June 2021, we serve as a trusted adviser to institutional clients and mutual fund sponsors in 65 countries. Our innovative investment solutions are built ... Treasury & Custody Analyst** will report to the ** Manager of Fund Treasury & Custody** ....counterparties, custodians, clients, traders, portfolio managers, other InvesTech teams, Tax , and the Legal & Compliance Group. RESPONSIBILITIES +… more
- KPMG (St. Louis, MO)
- …in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a ... tax manager with a public accounting firm + Bachelor's degree...public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience) +… more
- Deloitte (Stamford, CT)
- … tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies + Experience presenting ... Technology is transforming tax . Deloitte's Financial Services Tax Transformation...compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance… more
- Manulife (Boston, MA)
- …+ Bachelors degree or equivalent experience in Accounting or Finance. + 2-4 years prior tax or mutual fund accounting experience necessary. + Ability to ... in the shareholder report as directed and reviewed by Tax Manager . + Responsible for calculating/reviewing qualified...use of macros, and Word required + Understanding of mutual fund related tax code… more
- KPMG (Dallas, TX)
- …recruiter can provide you with that list + Alternative investments (investment partnership and/or mutual fund tax ) experience + Proficiency in the taxation ... **Business Title:** Tax Senior Manager , Alternative Investment Partnerships (Hedge) **Requisition Number:** 117369 - 87 **Function:** Tax Services **Area of… more
- Deloitte (Columbus, OH)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on June 1, ... 2025 What you'll do As a Tax Manager , you will utilize your prior...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- GCI Communication Corp (Anchorage, AK)
- …for managing and maintaining the Company's tax accounting, tax compliance and tax operations functions. Oversee Tax Manager and ensure income tax ... tax , sales tax , Washington B&O tax , universal service fund surcharge, etc.) as...- Interacts with people in a way that builds mutual trust, confidence, and respect; adheres to GCI's Code… more
- Citigroup (Boston, MA)
- … tax -related financial statement disclosures + Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A) relating to financial ... The Financial Administration Senior Manager , Vice-President ("VP") oversees production of periodic investment...work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience… more
- BMO Financial Group (Scottsdale, AZ)
- …bond sales and building bond ladders. Also, may provide stock, bond, ETF, and mutual fund research and analysis. APM participates in the Investment Committee. ... An Associate Portfolio Manager (APM) at Stoker Ostler Wealth Advisors works...cash reserve requirements and implementing strategies that enhance the tax efficiency of portfolios such as tax -loss… more
- Edward Jones (St. Louis, MO)
- …Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund . Advisory Solutions ... Program is approximately $300 billion dollars and growing. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150… more
- Spokane County (Spokane, WA)
- …is an estimate based upon full-time base compensation, median retirement fund contributions, and current employer-paid health and related benefit contribution rates ... and exercises. In the absence of the Deputy Director, serve as the EOC Manager during EOC activations; lead personnel from other County and non-County agencies in… more
- BlackRock (New York, NY)
- …variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading ... legal department, the successful candidate will partner with portfolio managers, tax , operations, product lawyers, compliance team and external lawyers and will… more
- HCA Healthcare (Nashville, TN)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... analyst role who will work closely with the Finance Manager and perform the role of assistant controller of...proper HCA & GAAP treatment, department budget approval, sales tax treatment, project accounting, and total cost of ownership… more