- Deloitte (Milwaukee, WI)
- …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 (Milwaukee, WI)
- …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 (Milwaukee, WI)
- …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
- Deloitte (Milwaukee, WI)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and...in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group… more
- Deloitte (Milwaukee, WI)
- …on May 31, 2025 What You'll Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax and ... Are you a strategic and creative Multistate Tax Investment Management professional...for you! We are looking for a sharp, analytical Tax Senior Manager who is ready to… more
- US Bank (Milwaukee, WI)
- …to enable and support growth. **Additional Responsibilities Include:** + Product Manager for Investment Services Digital Platform--Pivot supporting the ... buy decisions, re-usability, performance and reliability. CHANNEL ALIGNMENT AND MANAGEMENT + Enables the cross-channel strategy (eg, web, mobile,...Transactions (Corporate Actions, Tax Reclaim, Valuation Dashboard) journey team. + Team up… more
- Deloitte (Milwaukee, WI)
- …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
- Bank of America (Milwaukee, WI)
- …Client Relationship Manager Milwaukee, Wisconsin **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
- The Michaels Organization (Waukegan, IL)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... part of the extraordinary, every day. The Assistant Community Manager , under the supervision of the Community Manager...One or more years' experience with residential real estate management . Tax Credit, Section 8 and/or Public Housing… more
- The Michaels Organization (Racine, WI)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... fiscal operation, providing residents a clean and well-maintained community. The Community Manager is responsible for management , coordination and overseeing of… more
- BMO Financial Group (Milwaukee, WI)
- …and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support national business growth while focusing on the client ... capture and plan creation are met thereafter to maintain effective knowledge management within business/group. + Develops complex and comprehensive wealth plans for… more
- UMB Bank (Milwaukee, WI)
- The **UMB Registered Fund team** , which manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust ... GAAP. + Oversight of fund accountant's daily work, including validating exception management cases + Oversee general ledger accounting functions for multiple funds +… more