- Lincoln Financial (Charlotte, NC)
- …. A minimum of 1-4 years of accounting , financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual ... focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely...knowledge preferred. . Working knowledge of general ledger and fund accounting systems . Proficiency in Microsoft… more
- Lincoln Financial (Charlotte, NC)
- …work experience * 1-3+ progressively increasing industry related work experience within mutual fund accounting /administration or public administration that ... for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be...accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both… more
- Deloitte (Raleigh, NC)
- 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
- Deloitte (Raleigh, NC)
- …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 (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 ... 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 (Raleigh, NC)
- …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
- Deloitte (Raleigh, NC)
- …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 (Raleigh, NC)
- …(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
- Volvo Group (Greensboro, NC)
- …cross-functional support across all business areas within Retail Operations - Doc Fund Book, Collateral Administration and Customer Service. The Operations team is ... risk management, legal, credit, sales & marketing, insurance, and accounting . * Participate in defining the business requirements for...is defined by a climate of support, care and mutual respect. If you aspire to grow and make… 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? ... you will work within an engagement team and draw on experience in accounting and taxation to provide tax consulting and compliance services to various client… more
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