- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Job Summary:** Under general supervision, will apply comprehensive knowledge of mutual fund position maintenance by processing networking requests received ... party applications * Answer calls and questions on operational topics and account maintenance. * Contacts internal/external customers including fund companies to… more
- Deloitte (Tampa, FL)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Deloitte (Tampa, FL)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and… more
- Deloitte (Tampa, FL)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Deloitte (Tampa, FL)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. * Principles and practices of ... Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products and services . * Establishes and maintains periodic… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the advisor and their teams being supported over the phone. + Perform reviews of mutual fund and ETF advisory, Freedom UMA, MDA, Portfolio Select UMA, and RJCS ... various areas of the AMS business unit, including the Account Reconciliation, Advisor Services , and Trading Operations...an assigned business unit. Skill in - + Customer Service . + Analyzing data to identify discrepancies. + Reconciling… more
- Deloitte (Tampa, FL)
- …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 clients while identifying and analyzing complex issues? If you answered "Yes" to any… more
- Deloitte (Tampa, FL)
- …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 clients while identifying and analyzing complex issues? If you answered "Yes" to any… more
- Deloitte (Tampa, FL)
- …will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will Include: + Performing detail-level reviews… more
- Deloitte (Tampa, FL)
- …will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will include: + Performing high-level reviews… more