- Citigroup (Columbus, OH)
- …and monthly total return calculations + Prepare quarterly Board reports + Assist in fund year-end tax reporting + Support the preparation and review of financial ... monitor, implement budgets for our clients, and ensure timely payment of fund expenses. Intermediate Analysts will also review monthly and annual excise… more
- Citigroup (Columbus, OH)
- …client inquiries + Conduct training sessions to increase industry knowledge + Assist in fund year-end tax reporting + Work on special projects, other regulatory ... services industry + Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets + Intermediate experience working with… more
- Deloitte (Dayton, OH)
- …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 (Columbus, OH)
- 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 (Cincinnati, OH)
- 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
- Cherry Bekaert (Cincinnati, OH)
- …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 (Columbus, OH)
- …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
- JPMorgan Chase (Columbus, OH)
- …supports single manager and multi-manager advisory strategies, multi-strategy solutions as well as mutual fund advisory products for PB, CWM, JPMA, and JPMPA ... Portfolio Manager directed model changes, investing new accounts, cash flows, tax harvesting, and other client-directed activities. The Portfolio Management Group… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …experience working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. + Proven ... to established escalation paths.*Review and obtain client signature on Tax Documentation in order to maintain favorable tax... Tax Documentation in order to maintain favorable tax status in Global Markets. + Partner with Securities… more
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