- Citizens (New Haven, CT)
- …ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to ... and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- Deloitte (Columbus, OH)
- …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 (Columbus, OH)
- …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 (San Jose, CA)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Columbus, OH)
- …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 (Salt Lake City, UT)
- …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
- Plante Moran (Chicago, IL)
- Tax Manager or Tax Sr. Manager - Investment Funds + Location: United States, Illinois, Chicago + Location: United States, Colorado, Denver + Location: ... Tax audits; with potential corporate or individual tax clients + Actively participate in investment ...on each engagement in the areas of client engagement management and applied technical tax knowledge +… more
- Enterprise Bank & Trust (Clayton, MO)
- …supporting our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management : Associate Portfolio Manager **Job Description:** ... and other communications as needed or appropriate. Provide expert investment management service and advice to the...Including designing and developing investment policy statements, investment trading, investment tax planning… more
- City National Bank (Los Angeles, CA)
- **CRA INVESTMENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Responsible for leading CNB's commitment to achieve economic empowerment and growth for underserved ... efforts and referrals from existing customers and line colleagues.'Participates in the investment management process by providing underwriting expertise to line… more
- MTA (New York, NY)
- …- $131,188 HAY POINTS : 755 DEPT/DIV : Treasury Department SUPERVISOR : Director Cash & Investment Management LOCATION : 2 Broadway HOURS OF WORK : 8:00 am - ... activity and cash flow requirements of the various MTA investment portfolios (with the Investment manager...Program Financial Model. + Assist the Director Cash & Investment Management on reporting of cash movements… more
- Truist (Dallas, TX)
- …(United States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth ... Advisors to deliver Investment Management Services to new High Net...investment experience, which should include experience as an investment advisor, portfolio manager , or other … more
- FM (Waltham, MA)
- …of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - Public Markets, Senior PM's, Chief ... primary focus on public equities investments with our external investment management partners. The assets under collaborative...the broader portfolio. The role will closely work with investment operations, legal, tax and other support… more
- FM (Waltham, MA)
- …of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - Public Markets, Senior PM's, Chief ... focus on public Fixed Income investments with our external investment management partners. The assets under collaborative...the broader portfolio. The role will closely work with investment operations, legal, tax and other support… more
- KPMG (Philadelphia, PA)
- **Business Title:** Manager /Senior Manager , Tax - Asset Management /Financial Services **Requisition Number:** 113213 - 77 **Function:** Tax Services ... experience in the financial services industry supporting alternative investments ( investment partnership and/or mutual fund tax experience);...fund tax experience); previous experience as a tax manager with a public accounting firm… more
- KPMG (Virginia Beach, VA)
- **Business Title:** Manager , Business Tax Services - Asset Management **Requisition Number:** 118375 - 105 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking a Manager to join our Business Tax Services...to clients Qualifications: + Minimum five years of recent tax experience in the alternative investment industry… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management , a leading global alternatives manager , offers innovative solutions backed by vast resources and robust governance. Our specialized ... Real Estate Debt platform. **Job Summary** As an Asset Management - Real Estate Debt Lead Investment ... clients. Your knowledge of insurance clients and their tax , accounting, regulatory, and capital needs will be highly… more
- Deloitte (Stamford, CT)
- …accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of ... the career for you! What you'll do As a Tax Manager , you will draw on experience...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax … more
- Truist (Atlanta, GA)
- …and proactively identifying, mitigating, and managing risks within Corporate and Investment Banking - Investment Banking Coverage, Capital Markets Origination ... the business on existing and emerging risks. Responsible for supporting strong risk management practices in alignment with the firm's risk appetite and the assigned… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Manager , Business Tax Services - Asset Management **Requisition Number:** 115104 - 32 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Manager to join our Business Tax Services...can provide you with that list + Alternative investments ( investment partnership and/or mutual fund tax ) experience… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …or Email for fastest consideration for this opportunity. Join an innovative, fast-growing investment management firm that's making waves in the industry! Located ... fund structuring, cash flow, and financial strategy. + Collaborate with the investment team on funding, liquidity planning, and banking relationships. + Supervise … more