- Deloitte (Fort Worth, TX)
- …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
- Deloitte (Fort Worth, TX)
- …practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) or equivalent in law firms… more
- Deloitte (Fort Worth, TX)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, ... should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager...specialized services including research and development, government incentives, and tax management consulting. Join us, and help… more
- Nuveen Investments (Frisco, TX)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... ** Investment Accountant II** The Investment Accountant...Under general supervision, this job works directly with asset management , portfolio management and acquisition/disposition teams. **Key… more
- JPMorgan Chase (Plano, TX)
- …professional manner **Preferred qualifications, capabilities, and skills** + 5+ years in indirect tax management , specifically in VAT and VAT-like taxes as they ... If you are a project manager with operations, testing, and indirect tax...accuracy, efficiency, and automation. You will use your project management and operational skillsets to communicate with our Corporate… more
- Deloitte (Fort Worth, TX)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... risk management , including tax credits, government incentives, and tax management consulting. Qualifications Required: + Ability to perform job… more
- Deloitte (Fort Worth, TX)
- …those involving transfer pricing, the section 41 research credit, and the section 48 investment tax credit. Our Federal Tax Controversy specialists serve ... Tax Services practice with a focus on Federal Tax Controversy! Work you'll do As a Manager...approval: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred… more
- Bank of America (Frisco, TX)
- …Market Client Relationship Manager Frisco, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement… more
- Atria Wealth Solutions (Plano, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... regularly with Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union… more
- Atria Wealth Solutions (Fort Worth, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Manager and trains, if necessary, with Program Manager . + Drives investment and program integration...deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert… more
- JPMorgan Chase (Plano, TX)
- …and changes to training and user guides. + Collaborate with the Product Delivery Manager , the Change Management Manager , and the Event Tickets vendor ... all lines of businesses, external vendors, and internal compliance, anti-corruption, tax , marketing and human resources departments. Eventually you will use the… more