• Tax Senior - Hedge Funds

    Deloitte (San Antonio, 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 (05/22/25)
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  • Transaction Management Ops Analyst

    Bank of America (Dallas, TX)
    …and sub-accounting services for over 30,497 securities representing domestic and offshore Mutual Fund , Alternative Investment and Money Market positions + ... in over 600 Settlement and Custody ledger accounts for Mutual Funds and Alternative Investments + Mitigates...of cash settlement, custody oversight, and dividend distributions for Mutual Fund , Alternative Investment and Money Market… more
    Bank of America (07/19/25)
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  • Director - Strategic Financing Services…

    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
    Cherry Bekaert (04/29/25)
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  • Tax Senior, Private Equity

    Deloitte (Dallas, 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 (05/21/25)
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  • Tax Manager - Private Equity

    Deloitte (Houston, 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
    Deloitte (05/19/25)
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  • Tax Senior - Real Estate

    Deloitte (Westlake, 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
    Deloitte (05/24/25)
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  • Business Resource Center, Advanced Planning…

    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
    Guardian Life (06/26/25)
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  • Manager, Industry Solutions, Investment Management

    Deloitte (Austin, TX)
    …sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , hedge funds , private equity, alternative ... products, and other money managers. Candidate profile You will lead and deliver small engagements, or components of large, complex engagements for financial services clients. Typical engagements include process improvement, operating model design, competitor… more
    Deloitte (07/18/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Austin, 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, problem resolution, and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** +… more
    Bank of America (06/27/25)
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  • Merrill Market Client Relationship Manager

    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 (05/24/25)
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