- Aegon Asset Management (TX)
- …Summary Responsible for the distribution of Transamerica products for a defined territory. Job Description Responsibilities + Develop new business and maintain ... Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment… more
- Deloitte (Fort Worth, TX)
- …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
- Deloitte (San Antonio, TX)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (Fort Worth, TX)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into… more
- Cherry Bekaert (Austin, TX)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee,… more
- Deloitte (Dallas, TX)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment… more
- Cherry Bekaert (Austin, TX)
- …+ Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth ... that foster inclusion and belonging include uncompromising integrity, collaboration, trust, and mutual respect. + The opportunity to innovate and do work that… more
- Guardian Life (Austin, TX)
- …opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by: + Preparing business valuations and ... on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a… more
- Bank of America (The Woodlands, TX)
- …+ Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) ... + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or… more
- Bank of America (Dallas, TX)
- …Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative ... Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable… more