- Fidelity TalentSource LLC (Westlake, TX)
- …great teammateExperience in the financial services industry, preferably in the Mutual Fund environment, is a plus.Certifications:Company Overview Fidelity ... rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery… more
- 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 (Columbus, OH)
- …manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund Accountant ... 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
- Wellington (Chicago, IL)
- …under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions ... Controller, Private Funds will report to the team's Manager of the Private Funds' Fund Control...are always being followed . Assist Investment, Investor Relations, Tax , and Compliance teams, among others, providing information and… 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 (Hartford, 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
- 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
- Citigroup (Boston, MA)
- … tax -related financial statement disclosures + Understand the applicable sections of mutual fund Registration Statements (SEC Form N-1A) relating to financial ... **Job Summary** The Financial Administration Senior Manager , Vice-President ("VP") oversees the analysis, monitoring, and...work experience, MBA is a plus + 10+ years mutual fund (or equivalent) financial reporting experience… 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
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...Understand the overall Financial Services industry and related legal, tax , and regulatory issues to guide clients. + Develop… more
- T. Rowe Price (Owings Mills, MD)
- …of contact for inbound participant service requests. Respond to requests for investment, mutual fund , and account information. Resolve complex account issues. + ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...Understand the overall Financial Services industry and related legal, tax , and regulatory issues to guide clients. + Develop… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... make a difference. We are a premier asset manager focused on delivering global investment management excellence and...Understand the overall Financial Services industry and related legal, tax , and regulatory issues to guide clients + Develop… more
