- Deloitte (Tampa, FL)
- Mutual funds -Are you a leader, passionate...4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Miami, FL)
- Mutual funds -Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction, ... topics and account maintenance. + Contacts internal/external customers including fund companies to resolve account maintenance issues/requests + Monitors reports… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 ... days per month in our St. Petersburg, FL Corporate Office. **Responsibilities:** + Produce workstream or project plans, ensuring that all activities are identified, are appropriately organized to deliver project objectives, and comply with the organization's… more
- Deloitte (Tampa, FL)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you passionate about financial products and understand...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Deloitte (Jacksonville, FL)
- …including hedge funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other investment ... Hedge funds -Are you a leader and passionate about financial...identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale… more
- Citigroup (Tampa, FL)
- …of this role is to ensure the seamless delivery of tax services to our US mutual fund tax clients. **Responsibilities:** + Manage tax operations at a site or ... of a team or department, driving a variety of fund valuation activities in coordination with the Tax Services...CFA / MBA + Experience within financial markets and fund accounting + Experience in financial services, client management,… more
- UMB Bank (Tallahassee, FL)
- …UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts. As the **Tax Administrator III** , ... will help prepare taxes on a given set of funds to make sure taxes are prepared in a...is a great role for candidates that have previous Mutual Fund or Corporate Tax accounting experience,… more
- Deloitte (Tampa, FL)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest?… more
- Deloitte (Tampa, FL)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest?… more