• Manager, International Tax (Investment…

    Deloitte (Raleigh, NC)
    …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
    Deloitte (05/28/25)
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  • Tax Senior, Private Equity

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

    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
    Deloitte (05/19/25)
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  • Sr. Manager, Investment Tax

    T. Rowe Price (Owings Mills, MD)
    … provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will also ... apply taxation of financial products knowledge to fund holdings. We utilize an external tax service provider which will require your oversight. We have… more
    T. Rowe Price (05/05/25)
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  • Attorney, Funds Management

    Lincoln Financial (Fort Wayne, IN)
    …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and interpreting participation ... also provide legal support, legal project management and guidance regarding the proprietary mutual funds, including advice regarding fund operations and fund … more
    Lincoln Financial (07/08/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Dover, DE)
    …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 (04/29/25)
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  • Specialist, Accounting

    Lincoln Financial (Radnor, PA)
    …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... in: * Operational and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both an operational and oversight… more
    Lincoln Financial (06/26/25)
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  • Investment Operations Specialist Lead

    City National Bank (Los Angeles, CA)
    …Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can ... responded to. * Resolves problems and discrepancies related to mutual fund transactions, including but not limited...of data related to the preparation of accounting and tax reporting entries, and interest/dividend payments as well as… more
    City National Bank (07/23/25)
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  • Analyst, Funds Management

    Lincoln Financial (Radnor, PA)
    …be doing** + Prepare and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance and fund data ... internal documentation and reports. + Collaborate with internal teams such as Fund Accounting, Product Teams, and Marketing. + Support initiatives and projects to… more
    Lincoln Financial (06/25/25)
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  • Application Writer & Community Engagement…

    Cherry Bekaert (Atlanta, GA)
    …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
    Cherry Bekaert (06/11/25)
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