- CIBC (New York, NY)
- …Finance, Economics, or Business. + You bring 5 - 7 years of Mutual Fund , Private Fund Administration, Tax Accounting, or Audit and Accounting experience ... fund valuations, capital activity, pricing, audit support, and tax compliance for our private funds. The employee will...annual 15C questionnaire for our Interval and 40 act mutual fund platforms + Assist in the… more
- Deloitte (New York, NY)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... tax compliance.? If this is music to your ears,...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- CIBC (New York, NY)
- …tax reporting, and board reporting tasks. Act as the Subject Matter Expert on running mutual fund and private funds. **Who You Are** + **You engage with your ... fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. In addition, the...Familiar with registered interval / tender funds, 40 act mutual funds, hedge funds, private equity funds, and multi-series… more
- Deloitte (New York, NY)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash… more
- Deloitte (Jericho, NY)
- …federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash… more
- Deloitte (New York, NY)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Deloitte (New York, NY)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- Cherry Bekaert (Albany, NY)
- …with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and ... Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We...unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified ... accordance with strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows,… more
- Cherry Bekaert (Albany, NY)
- …skills + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund 's AMIS reporting preferred + Tax Credit Industry knowledge will be ... Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work… more