- Robert Half Finance & Accounting (Walnut Creek, CA)
- …your resume to JC del Rosario via LinkedIn-I'd love to connect and learn more about you! Tax Manager - Wealth Management About Us We are a boutique wealth ... management firm with an integrated tax practice, offering personalized financial and tax ...supportive, client-focused environment. The Role We are seeking a Tax Manager with strong technical review experience… more
- JPMorgan Chase (New York, NY)
- …blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager . + Must excel at delivering holistic ... and objectives, and for developing and implementing a customized tax -aware investment strategy that aligns with their...their strategic plans. This includes managing a range of investment vehicles such as Investment Management… more
- M&T Bank (Buffalo, NY)
- **Overview:** Responsible for providing overall operational support with the management and oversight of Community Finance's applicable tax credit equity ... process for new investments by assisting the Operations & Risk Manager with closing tasks such as validating documentation, conducting preliminary reviews,… more
- JPMorgan Chase (New York, NY)
- … investment strategies. **Your responsibilities will include:** + Daily portfolio management tax -aware separately managed accounts (SMA) portfolios, with the ... strategy tax -overlay, and passive direct-indexing. As a Tax -Smart Portfolio Manager - Associate, you will...dual mandate of tracking investment objectives while generating tax benefits for… more
- State of Michigan (East Lansing, MI)
- Senior Assistant Investment Manager 16 Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5191488) Apply Senior Assistant Investment ... per week with a Flexible/Hybrid work schedule. ** The Senior Assistant Investment Manager /Assistant Administrator will be responsible for assisting the Division… more
- M&T Bank (Boston, MA)
- **Overview:** Asset manager function will support various tax credit equity investments (eg, LIHTC (Low Income Housing Tax Credit, HTC (Historic Tax ... and RETCs (Renewable Energy Tax Credit). Position will work with the tax credits investment team to primarily: (1) order third-party reports (eg, market… more
- Truist (Tampa, FL)
- …(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
- Deloitte (Morristown, NJ)
- …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
- Lightsource bp (Austin, TX)
- …we're looking for _your_ expertise to help us grow our US portfolio. **About the Investment Management Team** Our ** Investment Management (IM) Team** ... presence in the US to support our expanding portfolio. **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager ** , you… more
- Walmart (Bentonville, AR)
- …support Walmart's financial integrity and growth by aligning accounting policies and investment management with evolving business and regulatory landscapes. Your ... Company where you will shape Walmart's accounting policies and global strategic investment processes. As Senior Manager , you will collaborate with… more
- JPMorgan Chase (New York, NY)
- … investment banking in Latin America? As the Executive Director of Business Management for Latin America Investment Banking Coverage, you will be the trusted ... decision-making and propel our franchise to new heights. As a Latin America Investment Banking Coverage Business Manager - Executive Director within our team,… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market ... Description We are looking for an experienced Investment /Portfolio Manager to join a boutique...dynamic team. * Ensure compliance with relevant regulations and tax laws governing trust investments and accounting. * Utilize… more
- Deloitte (Morristown, NJ)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... on May 31, 2026 What You'll Do As a Tax Manager , you will be a valuable...in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group… more
- FM (Waltham, MA)
- …to VP - Private Alternative Investments and working closely with Senior PM - External Investment Management , direct real estate investment team, the Chief ... primary focus on real assets investments with our external investment management partners. This role will work...the broader portfolio. The role will closely work with investment operations, legal, tax and other support… more
- Deloitte (St. Louis, MO)
- …practice! Recruiting for this role ends on June 1, 2026 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 ) + One of the following… more
- Deloitte (Los Angeles, CA)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- CBRE (Dallas, TX)
- Associate, Commercial Asset Management - CBRE Investment Management Job ID 252074 Posted 16-Dec-2025 Service line REI Segment Role type Full-time Areas of ... Interest Investment Management Location(s) Dallas - Texas -...Lenders on financings, refinancings, and restructurings - Assist Asset Manager and Property Management teams in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wealth needs through a holistic service model spanning investment advisory, tax and estate planning, risk management , family governance, and household ... del Rosario - I'd love to connect! Accounting & Tax Manager - Family Office About the...the Firm A long‑established multi‑family office providing integrated financial, tax , investment , and administrative services to ultra‑high‑net‑worth… more
- Deloitte (Nashville, TN)
- …effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and ... to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are… more
- Deloitte (San Jose, CA)
- …and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits + Strong organizational and time management… more