- Nelnet (Aberdeen, SD)
- …for effective tax planning and compliance is increasing. The company needs a tax manager that can manage complex partnership tax principles, planning, ... of an investment prior to close to manage risks, provide tax modeling and operating agreement review, maximize profitability, and establish the mechanics for… more
- Veralto (MA)
- …due diligence and transaction planning, assess potential impacts and advise senior tax management on potential implications and countermeasures. + Legal Entity ... **Senior Manager Global Tax Strategy** **Imagine yourself...manual and other interacting policies like the business change management policy. + Coordinate with the Tax … more
- Wells Fargo (Boston, MA)
- …developers, and public and private corporations. Wells Fargo is seeking an Associate Tax Credit Asset Manager (Commercial Real Estate Portfolio Manager ) ... + Monitor investment and property operations and performance, + Analyze tax returns and property and sponsor financial statements. Analyze and calculate annual… more
- Coldstream Wealth Management (Seattle, WA)
- …this role, you will provide tax planning and preparation, financial planning, and investment management services to a broad range of clients. For nearly 50 ... issues + Excellent analytical and problem-solving skills with strong attention to detail and accuracy Keyword: Tax Manager From: Coldstream Wealth Management more
- TD Bank (Boston, MA)
- … Investment Strategy and Trust owns responsibility for US Wealth's Banking and Investment Products, Investment Management and Brokerage functions, Chief ... Investment Office, Corporate & Personal Trust, Centralized Investment Management , Portfolio Management , and Capital Markets. The role includes leading as… more
- Robert Half Finance & Accounting (Houston, TX)
- …a wealth management firm in Houston is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will have a strong ... the next step in their career or an existing Tax Manager looking for a new challenge....support. + Conduct regular meetings with clients to discuss tax strategies, financial goals, and investment opportunities.… more
- BlackRock (Dallas, TX)
- …secondary), direct investment funds, structured products, private credit funds and Luxembourg investment vehicles. The Tax & Compliance team is part of the ... Overview:** **Reporting into a Vice President, this role will primarily manage and support tax functions of allocated private equity fund of funds (primary and… more
- Charles Schwab (Westlake, TX)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service ... teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth...meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part… more
- Neuberger Berman (New York, NY)
- **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management . The private ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … more