• Unknown (New York, NY)
    Tax Manager and Vice President, Tax About the Company Prominent investment management firm Industry Financial Services Type Privately Held About the ... Role The Company is in need of a Tax Manager to take on the responsibility...tax compliance cycle for its various entities and investment vehicles across multiple jurisdictions. The successful candidate will… more
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  • Unknown (New York, NY)
    …Financial Services Insurance Savings & Investing Consulting & Professional Services Investing Investment Management Financial Advisers Tax Services Risk ... Analysis Employee Management Asset Management Finance Manhattan New York City Specialties Health insurance...to ensure regulatory capital efficiency and strategic performance in investment decisions. Hiring Manager Title Chief … more
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  • Unknown (Fort Mill, SC)
    …VP will also be at the forefront of product and platform development, focusing on tax management capabilities, and will play a key role in advisor enablement, ... role demands a professional with a deep understanding of tax -optimized investment philosophies, capable of translating them...tax solutions. A background in a large-scale wealth management platform or RIA aggregator is required, along with… more
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  • Unknown (Fort Worth, TX)
    …Acquisitions & Asset Management About the Company Dynamic real estate investment firm Industry Real Estate Type Privately Held Employees 1-10 About the Role ... a Senior Associate Vice President for Acquisitions and Asset Management . This is a pivotal role for a high-performing...successful candidate will be a key player in the investment process, ensuring that all decisions are backed by… more
    Appcast IO CPC (01/07/26)
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  • Unknown (New York, NY)
    …proxy and annual meeting services securities clearing operations outsourcing back office tax management proxy voting technology data and analytics and ... updates are compliant with regulatory requirements and reflect industry best practices. Hiring Manager Title Head of Product Management Travel Percent Less than… more
    Appcast IO CPC (01/03/26)
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  • Unknown (San Francisco, CA)
    …a detail-oriented individual with a strong foundation in multifamily asset management , exposure to underwriting, and investment analysis. Key responsibilities ... Vice President of Asset Management & Acquisitions About the Company Reputable provider... & Acquisitions About the Company Reputable provider of tax -exempt financing for affordable multifamily communities Industry Capital Markets… more
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  • Unknown (Nashville, TN)
    …Bernstein Specialties financial services asset management investment management investment research wealth planning tax planning and ... Vice President, Product Strategy & Development About the Company Successful investment management & financial advisory firm Industry Investment Management more
    Appcast IO CPC (01/05/26)
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  • Unknown (Detroit, MI)
    …of experience in accounting, finance, and income tax , with a focus on investment management principles. They should be a hands-on leader with an ownership ... a detail-oriented, autonomous individual with a strong background in financial management , regulatory compliance, tax accounting, investment valuation,… more
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  • Unknown (Jersey City, NJ)
    …Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment Management Venture Capital ... City Economics Insurance Credit Specialties consumer & community banking corporate and investment bank asset management private banking and commercial banking… more
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  • Unknown (Los Angeles, CA)
    …Type Public Company Founded 1997 Employees 1001-5000 Categories Consulting & Professional Services Investment Management ALTERNATIVE ASSET MANAGER ARES ARES ... MANAGEMENT ARES MANAGEMENT CORPORATION ASSET MANAGER Credit Investment Services LLC PRIVATE EQUITY...internal and external stakeholders, including Finance, HR, Legal, and Tax , and requires the ability to create and implement… more
    Appcast IO CPC (01/01/26)
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  • Unknown (Minneapolis, MN)
    …Bernstein Specialties financial services asset management investment management investment research wealth planning tax planning and ... Vice President or Director of Insurance Planning About the Company Successful investment management & financial advisory firm Industry Investment more
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  • Unknown (San Diego, CA)
    …Operating Officer & Chief Financial Officer About the Company Innovative digital asset investment firm Industry Investment Management Type Privately Held ... cash flow management , financial analysis and modeling, tax management , audit processes, and oversight of...to work effectively in a fast-paced, dynamic environment. Hiring Manager Title Director of the Investment Travel… more
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  • Unknown (Los Angeles, CA)
    …Managing Director, Sourcing & Origination, Private Credit About the Company Globally-recognized investment management firm Industry Investment Management ... 1995 Employees 1001-5000 Categories Business Development Finance Financial Services Investment Management Consulting & Professional Services Business… more
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  • Unknown (Fontana, CA)
    Senior Vice President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type ... delivering comprehensive wealth strategies that encompass investments, estate planning, tax efficiency, and risk management . This role...a CFP(R) designation, and a background in planning and investment with the ability to integrate tax more
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  • Unknown (Dallas, TX)
    …in the management of GP and family office operations, strategic investment oversight, and financial planning and reporting. The successful candidate will be a ... trusted partner in three critical areas: GP and family office financial management , investment oversight and capital allocation, and firm financial management more
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  • Unknown (Chicago, IL)
    Managing Director, Fund Accounting About the Company Expanding investment management firm Industry Investment Management Type Privately Held About the ... as experience in managing third-party administrators. A background at a top-tier investment manager , fund administrator, or public accounting firm is preferred.… more
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  • Unknown (New York, NY)
    …relevant work experience in areas such as private equity, venture capital, investment banking, corporate development, or management consulting. A deep ... for this position. Hiring Manager Title SVP, Head of Strategy & Development Travel Percent Less than 10% Functions Corporate Development Non-Profit Management more
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  • Unknown (Miami, FL)
    …for the organization's financial management , including accounting, budgeting, audit, tax , and investment operations. This role is pivotal in supporting ... the community. Key responsibilities for the CFO include financial planning and analysis, investment oversight, and management , as well as ensuring the integrity… more
    Appcast IO CPC (01/03/26)
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  • Unknown (Fargo, ND)
    …Employees 1001-5000 Specialties mortgage commercial lending banking consumer loans wealth management investment management personal insurance business ... administration, including trust and estate services, qualified plans, IRAs, and investment management relationships. The successful candidate will be responsible… more
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  • Unknown (Portland, OR)
    …with IRS regulations, and collaborating on investment strategy and endowment management . Hiring Manager Title President Travel Percent Less than 10% ... for the family office, managing the family real estate portfolio, and monitoring investment portfolios. This role also involves leading cash flow management , and… more
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