- Deloitte (Jericho, NY)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Jericho, NY)
- …federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- CIBC (New York, NY)
- … tax reporting, and board reporting tasks. Act as the Subject Matter Expert on running mutual fund and private funds . **Who You Are** + **You engage with ... fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds . In...Tax Accounting, Audit, or Accounting experience with interval funds , mutual funds , hedge or… more
- Deloitte (New York, NY)
- …International Private Equity and Investment Management practice. What You'll Do As a Tax Senior Consultant, you will work within an engagement team and ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Williamsville, NY)
- …for real estate funds , then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within...the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds… more
- Deloitte (New York, NY)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak...development and motivation of the engagement team + Supervising Senior and Tax Consultants The Team As… more
- JPMorgan Chase (New York, NY)
- …emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our ... New York, Los Angeles, and San Francisco. + **Hedge Funds :** We manage hedge fund portfolios for...JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds , model portfolios, and custom institutional… more
- Citigroup (New York, NY)
- …management and organizational skills. + Broad understanding of key product structures ( mutual funds , SMAs, alternatives, ETFs, etc) + FINRA Securities Industry ... Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating...wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW… more
- JPMorgan Chase (New York, NY)
- …whether proprietary or managed by third parties, include Separately Managed Accounts (SMAs), Mutual Funds (MFs), and Exchange Traded Funds (ETFs) across ... the investment management, business channels, trading, legal, compliance, risk, finance, tax , operations and technology teams + Provide subject matter expertise on… more
- Bank of America (New York, NY)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more