• Specialist - Mutual Fund

    Lincoln Financial (Charlotte, NC)
    …desired . 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...ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of… more
    Lincoln Financial (06/06/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Raleigh, NC)
    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
    Deloitte (06/23/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Raleigh, NC)
    …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 (05/22/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Charlotte, NC)
    …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 (05/22/25)
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  • Senior, International Tax (Investment…

    Deloitte (Charlotte, NC)
    …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 (05/28/25)
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  • Manager, International Tax (Investment…

    Deloitte (Raleigh, NC)
    …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 (05/28/25)
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  • Tax Senior, Private Equity

    Deloitte (Raleigh, NC)
    Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on ... important tax and business issues? If you're a ...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
    Deloitte (05/21/25)
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  • Tax Manager - Private Equity

    Deloitte (Raleigh, NC)
    Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring ... teams, and advising on important tax and business issues? If you're a leader who...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
    Deloitte (05/19/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Raleigh, NC)
    …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
    Cherry Bekaert (04/29/25)
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  • Specialist, Accounting

    Lincoln Financial (Charlotte, NC)
    …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... in: * Operational and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both an operational and oversight… more
    Lincoln Financial (06/26/25)
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