- Fidelity TalentSource LLC (Greenwood Village, CO)
- …class investment strategies\u00A0CFA or CFP designation preferred\u00A0Experience in tax management strategies preferred\u00A0Experience with SQL and Java ... adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts... expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax … more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Skills You BringBachelor s degree or equivalent work experience.\u00A0Project management experience preferred.Deep knowledge of retirement tax ... for storing, trading, and servicing eligible digital assets.This Project Manager The individual in this role will be working...continuing to build out the foundation of our FDAS Tax capabilities and will be asked to seek out… more
- Creative Financial Staffing (San Francisco, CA)
- Senior Tax Manager - Family Office Clients Responsibilities: Act as point of contact and relationship manager for client, family, and outside service ... in developing integrated solutions utilizing a broad range of services including tax , estates and trusts, insurance and risk management , and philanthropy.… more
- SNI Certes (Minneapolis, MN)
- …partnered with a professional services firm in the MSP area who is looking to hire a Tax Manager - Client Relationship to join their team. This can be a fully ... Perform technical review of complex individual, partnership, S-Corp, Corporate and state tax returns Manage client engagements, risk management , billing and… more
- Creative Financial Staffing (Houston, TX)
- …their family office sector of the organization along with the investment management portfolios! Job Title: Senior Accounting Manager Perks of the Senior ... Our investment management client is seeking an...tax regulations, adapting practices as needed. Senior Accounting Manager Qualifications: Bachelor's degree in Finance, Economics, Business Administration,… more
- Creative Financial Staffing (Houston, TX)
- …to support strategic decision-making. Prepare ad-hoc reports and analyses for senior management and stakeholders. Audit and Tax Coordination: Coordinate with ... Job Title: Accounting Manager CFS has partnered with one of the...that specialize in providing premier real estate solutions and investment opportunities to our clients. This opportunity is with… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs an Alternative Accounting Team Manager , you will have oversight responsibilities covering all aspects of accounting operations performed ... by the team supporting Fidelity s Alternative investment products. You will work closely with a team...and oversite, pivotal initiatives, business performance evaluation, and relationship management . As we are a newer team within Fidelity,… more
- Creative Financial Staffing (Visalia, CA)
- Accounting Manager About the company and opportunity: Service company that continues to grow and expand throughout California Growth potential; both horizontally and ... dependents 401k match 3 weeks of vacation Overview of the Accounting Manager role: Financial Reporting: Oversee the preparation of financial statements, including… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity s customers and deepening their trust in ... for identifying, assessing, and reporting on significant risks and helping management improve the control environment. The TeamOur team provides Business Unit… more
- Multi-Color Corporation (Rosemont, IL)
- …a range of Corporate Development, Pipeline Development & Enterprise Risk Management activities. Reporting into the Senior Manager , Corporate Development ... Analyst will assist the team in deal sourcing, initial evaluation, investment thesis, executive presentations, and supporting the Transaction Diligence throughout… more
- Creative Financial Staffing (Greenwood Village, CO)
- …analyzing variances to budgeted and prior period amounts. Assist Property Accounting Manager in preparing recurring and ad hoc management reports Support ... AND OPPORTUNITY: Our client is a leading real estate investment trust company located in the DTC area. Join...responses to internal and external audit requests Complete property tax accruals, adjustments, sales & use tax … more
- Creative Financial Staffing (Tannersville, PA)
- …operations of a luxury resort hotel, ensuring accurate financial reporting, budget management , forecasting, and financial strategy. This position plays a key role in ... financial health and long-term growth by providing insights and leadership to the management team. The Director of Finance will work closely with department heads to… more
- Creative Financial Staffing (Mountain View, CA)
- …for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and quarterly ... of client financial data such as broker analysis and construction or investment history spreadsheets Generate client cash reports using Data faction accounting… more
- VNS Health (Manhattan, NY)
- …Employer-matched retirement saving funds Personal and financial wellness programs Pre- tax flexible spending accounts (FSAs) for healthcare and dependent care ... manner.Engages in and contributes to the interdisciplinary team's utilization management activities and recommended interventions for members/participants. Establish procedures… 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
