- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Complex investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Intermediate mathematical skills ... knowledge of balancing and reconciliation to provide support and oversight of the mutual fund reconciliation cash and/or share functions. + Independently resolve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …detailed product approval memos and recommendations, conducting meetings and conversations with fund managers to determine the investment merits and risk profile of ... a fund and/or asset class that currently comprises a large...five (5) years' experience in either financial services or accounting role. + Relevant internship experience ( accounting ,… more
- Deloitte (Jacksonville, FL)
- Mutual funds-Are you a leader, passionate about financial...4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting ... What you'll do As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal customers is required to identify, research, and resolve cost allocation issues. Mutual Fund and ETF experience a plus. **Responsibilities:** + Provides ... process for the annual budget process. + Assists in oversight of fund accounting and fund administration procedures. + Analyzes and reconciles financials… more
- Deloitte (Tampa, FL)
- …fast-paced, team environment + Strong verbal and written communication skills + Knowledge of fund accounting and general ledger accounting The wage range for ... planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate… more
- Deloitte (Jacksonville, FL)
- …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 ... planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate… more
- Cherry Bekaert (Tampa, FL)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...you bring to the role: + Bachelor's in Finance, Accounting , Economics or related field + CPA license, MBA,… more
- Commander, Navy Installations (Jacksonville, FL)
- …includes warrant authority for acquisitions directly supporting the non-appropriated fund (NAF) small purchase and Major Construction Projects. Responsibilities In ... for the purposes of exchanging information, evaluating proposals and establishing mutual positions for improving the construction contracting programs. The incumbent… more
- Deloitte (Tampa, FL)
- …and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Deloitte (Jacksonville, FL)
- …(CFP) Preferred + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this ... funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more