- 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 Senior on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Columbus, OH)
- …Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Deloitte (Seattle, WA)
- …prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... we have an exciting opportunity for you as a Senior Tax Manager on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Denver, CO)
- …be the place for you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting ... If you are looking to leverage your knowledge of investment management in a new and innovative...tax compliance for investments + Experience with data management and automation tools + Advanced degree such as… more
- Deloitte (Tempe, AZ)
- …talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will ... 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 (Raleigh, NC)
- …you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Tax Senior Consultant, ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Deloitte (New York, NY)
- …you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do As a Senior Manager, you will work ... development and motivation of the engagement team + Supervising Senior and Tax Consultants The Team As...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Columbus, OH)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax ... should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Senior...specialized services including research and development, government incentives, and tax management consulting. Join us, and help… more
- Deloitte (Cincinnati, OH)
- …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 Tax Senior who is ready to seek...team's overall practice specific services include investment management services, state income and franchise tax ,… more
- CBRE (Boston, MA)
- Senior Analyst, Indirect Private Real Estate- Investment Management Job ID 187982 Posted 08-Oct-2024 Service line REI Segment Role type Full-time Areas of ... Interest Accounting/Finance, Investment Management Location(s) Boston - Massachusetts -...- United States of America About the role The Senior Analyst will work as a member of the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant ... FIN 48) analysis. + Conduct research and analysis on tax law changes affecting the asset management ...on tax law changes affecting the asset management industry. Requirements + 3-4+ years' experience in public… more
- Edward Jones (St. Louis, MO)
- …the firm's advice and guidance, to meet our clients' personalized needs. The Senior Alternative Investment Product Manager is an experienced product associate ... Assist in the coordination and alignment of the product partner relationship management activities described above across all Alternative Investment product… more
- City National Bank (New York, NY)
- … investment strategy and asset allocation using quantitative wealth management models (portfolio optimization, rebalancing, tax -loss harvesting, monte carlo ... * SENIOR INVESTMENT STRATEGIST* WHAT IS THE...* SENIOR INVESTMENT STRATEGIST* WHAT IS THE OPPORTUNITY? The ...or equivalent * Minimum of 6 years of relevant investment /wealth management with an emphasis on analytical… more
- RWE Clean Energy (Chicago, IL)
- …financial modeling (Excel) + Strong communication and presentation skills; convincing in senior management interaction + Proven ability to smoothly and ... Clean Energy, LLC** **Functional area:** Finance / Controlling **Remuneration:** Exempt The ** Senior Director, Investment & Valuation** will be a key member… more
- MTA (New York, NY)
- Senior Investment Portfolio Manager Job ID: 8784 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular Department: ... Date Posted: Nov 7, 2024 Description JOB TITLE : Senior Investment Portfolio Manager SALARY RANGE :...DEPT/DIV : Treasury Department SUPERVISOR : Director Cash & Investment Management LOCATION : 2 Broadway HOURS… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios ... and current and proposed tax laws. * Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis,… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Responsible for sales of a broad range of investments, with a particular emphasis on taxable and tax ... investment sales required. * Minimum 3 years of investment , securities and/or portfolio management experience required * Minimum 3 years of sales experience… more
- M&T Bank (Radnor, PA)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …investments and changing accounting guidance. Responsible for reviewing and analyzing investment activity and providing management with details of significant ... for the financial statements. + Review and analyze the investment activity and provide management with details...investment related data requests for the yearly audit, tax department and support for our IFRS submission to… more
- Truist (Charlotte, NC)
- …Audit Committee and Executive Management . Through well-developed relationships with Senior Management and ongoing business monitoring activities, the ... of staff. 3. Proactively develop and maintain mutually beneficial working relationships with senior management of assigned BUs. 4. Oversee teams to ensure the… more