- 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
- Deloitte (Nashville, TN)
- …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
- 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 (Needham, AL)
- …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 (Pittsburgh, PA)
- …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 (Jersey City, NJ)
- … 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
- KPMG (Chicago, IL)
- …recruiter can provide you with that list + Alternative investments (investment partnership and/or mutual fund tax ) experience + Proficiency in the taxation ... **Business Title:** Senior Manager , Business Tax Services - Asset Management **Requisition Number:** 119561 - 32 **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
- United Rentals (Stamford, CT)
- …world's largest equipment rental provider, **come build your future with United Rentals!** As a Tax Manager , you will provide support for the tax department ... operations. You will be responsible for overseeing the coordination of income tax compliance and controversy, tax reporting, legislative support, and… more
- Deloitte (Philadelphia, PA)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and… more
- GCI Communication Corp (Anchorage, AK)
- … tax strategy and cash taxes, tax accounting, tax compliance and tax operations functions. Oversee Tax Manager and ensure income tax ... tax compliance (property 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
- United Rentals (Stamford, CT)
- …with monthly sales and use tax compliance process: + Assist Sales Tax Senior Analyst and Manager with monthly reconciliation process, internal audit ... provider, **come build your future with United Rentals!** As a Sales & Use Tax Analyst, you will assist with company exemption certificate management process and the… more
- Edward Jones (St. Louis, MO)
- …various types of investments, asset classes, and markets + Solid knowledge of mutual fund and money management industry, including various managed investments ( ... assets under care. + PST is seeking a Portfolio Manager to join our growing team of 16 investment...for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within… more
- KPMG (Chicago, IL)
- …within a professional services firm or similar environment in one of the following tax areas: partnership, mutual fund , or securities transactions + ... are, join our team. KPMG is currently seeking a Manager , Asset Management to join our Business Tax...+ Solid tax technical background in specific tax issues facing partnerships, mutual funds, or… more
- Tompkins Community Bank (Mount Kisco, NY)
- …a company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and ... sourcing of new ideas - meet regularly with fund managers and research analytics of fund ...knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking… 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
- Edward Jones (St. Louis, MO)
- …12 Bridge Builder mutual funds and the Edward Jones Money Market Fund . Advisory Solutions has over $300 billion in client assets under care, including 12 ... multi- manager sub-advised Bridge Builder mutual funds with...focus on supporting the management of the Bridge Builder mutual funds and Edward Jones Money Market Fund… more
- City National Bank (New York, NY)
- …team, and WM New Product Committee. * CNR Business Team Lead to CNR Mutual Fund Complex. Coordinate with all relevant business units (CNR Fund ... of the CNB legal and compliance framework. This position functions as a team manager , develops staff and manages deployment of resources. *What you will do* * Head… more
- BlackRock (New York, NY)
- …with respect to investments generally. + Coordinate and work with business teams, fund lawyers, litigation, compliance, tax , risk, financial crime and operations ... variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading… more