- Charles Schwab (Lone Tree, CO)
- …candidate for this role to work onsite in one the specified locations.** The Tax Team function within Schwab Asset Management (SAM) is primarily responsible for ... mutual funds, exchange-traded funds (ETFs), and alternative products. The Tax Team is looking for a Senior Manager...technical research and analysis related to domestic and foreign tax issues affecting various product and investment … more
- Vanguard (Oakland, CA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... and foundations. VPI specializes in 'direct indexing ', primarily through custom tax managed equity portfolios. Core Responsibilities: + Leads in-depth analysis of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with your next career move. About the Role We are seeking an experienced Accounting/ Tax Manager to support a sophisticated family office environment. This role ... oversees comprehensive accounting, reporting, investment , compliance, and tax activities across multiple entities. The ideal candidate brings strong technical… more
- CBRE (Dallas, TX)
- Associate, Commercial Asset Management - CBRE Investment Management Job ID 252074 Posted 16-Dec-2025 Service line REI Segment Role type Full-time Areas of ... Interest Investment Management Location(s) Dallas - Texas -...Lenders on financings, refinancings, and restructurings - Assist Asset Manager and Property Management teams in the… more
- Deloitte (St. Louis, MO)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) + One of the following… more
- Deloitte (Los Angeles, CA)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- Deloitte (Nashville, TN)
- …effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and ... to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are… more
- Deloitte (San Jose, CA)
- …and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits + Strong organizational and time management… more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …to regulations. This is an exciting opportunity to contribute your expertise in tax management within the investment advisory industry. Responsibilities: * ... resume to ###@roberthalf.c0m We are looking for an experienced Tax Manager to join our team in...Job Requirements: * Proven experience in tax management within a public or investment advisory… more
- Robert Half Finance & Accounting (Minnetonka, MN)
- Description Tax Manager We are seeking an experienced and adaptable Tax Manager to join a collaborative tax group supporting a diverse mix of ... clients, including family-owned businesses, trusts, and investment entities. This is an excellent opportunity to join...compensation and a comprehensive benefits package. Position Summary: The Tax Manager is responsible for managing the… more