- Deloitte (Charlotte, NC)
- …Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role ... identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale...support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with… more
- Deloitte (Charlotte, NC)
- …Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role ... career for you! What you'll do As a Tax Senior Manager , you will draw on experience in accounting and taxation to provide tax compliance and consulting services… more
- Nuveen Investments (Charlotte, NC)
- …Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting , Market/Industry Dynamics, Stakeholder Engagement, Story ... Investment Accounting Management - Real Estate Investment Accounting...other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused… more
- TIAA (Charlotte, NC)
- …planning efforts. + Assist with cross border investment strategies, related to fund formation, holding, and exiting including structure design and due diligence to ... Tax Professional role with a focus in US international fund / private equity taxation **Preferred Qualifications:** + 7...private equity taxation and partnerships + University degree in Accounting + Masters degree in Accounting /… more
- Novant Health (Charlotte, NC)
- …existing portfolio of private equity, private credit, real estate and real assets fund investments, as well as underwriting and recommending new fund investments ... portfolio. An ideal candidate for this team has experience in private fund diligence, investment reporting, financial modeling, market analysis & research, and fee… more
- Cherry Bekaert (Charlotte, NC)
- **Description** Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and ... to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals....wealth transfers, and philanthropic planning. **As a Tax Senior Manager or Director, you will:** + Work with clients… more
- Deloitte (Charlotte, NC)
- …MAcc, JD, or LLM + Prior Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range for this role takes ... Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will...2-3 days per week + 8+ years of public accounting experience (at least 3 years in investment management)… more
- Deloitte (Charlotte, NC)
- …and automation. Recruiting for this role ends on 5/31/2025 Work you'll do As a Manager on our team, you will: + Collaborate with tax subject matter specialists to ... tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies + Experience presenting to clients or… more
- Deloitte (Charlotte, NC)
- …tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on ... for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and...investment management or partnership taxation + Bachelor's degree in accounting , finance, or related field + One of the… more
- Deloitte (Charlotte, NC)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and...within an engagement team and draw on experience in accounting and taxation to provide tax consulting and compliance… more
- Ascensus (Charlotte, NC)
- …inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting , and various ... reconciliation processes + Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services + Presents annual account reviews at weekly committee meeting and actively participate in internal planning… more
- Lincoln Financial Group (Charlotte, NC)
- …strong investment knowledge preferred + Working knowledge of general ledger and fund accounting systems + Proficiency in Microsoft Office applications/Macro ... Bachelor's degree in accounting + A minimum of 3 years of accounting , financial reporting/analysis experience in mutual fund , insurance, or public … more
- United Rentals (Charlotte, NC)
- …use tax compliance process: + Assist Sales Tax Senior Analyst and Manager with monthly reconciliation process, internal audit requests, sales tax audit information ... ledger accounts + Other duties as assigned **Requirements:** + BS degree in accounting , finance or business, or comparable work experience + 1-2 years sales tax… more
- The Raymond Corporation (Charlotte, NC)
- …resolution of payment disputes or invoicing discrepancies. o Escalate and notify AR Manager and Department Managers promptly of any disputes or invoicing issues that ... the bank and/or customer to properly allocate funds and maintain accurate accounting records. · Customer Service and Support o Provide exemplary customer service… more
- TD Bank (Charlotte, NC)
- …interpersonal skills and a team orientation. **Preferred Qualifications:** + Understanding of Fund Accounting + Experience underwriting Not for Profit Commercial ... you succeed. You'll have regular career, development, and performance conversations with your manager , as well as access to an online learning platform and a variety… more