- Deloitte (Mclean, VA)
- Mutual funds -Are you a leader, passionate about financial...have the career for you! What you'll do As a Tax Manager , you will draw on experience in ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Morristown, NJ)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... opportunities with the support of our robust Washington National Tax group. Tax Manager build... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Boston Mutual Life Insurance (Canton, MA)
- …and associates "better than where we found them" **Statement of Position** The Tax Manager reports directly to the Treasurer, EVP Finance, Investments & ... -related reporting requirements of federal and state jurisdictions. The Tax Manager interacts internally with all levels...tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns… more
- Charles Schwab (Lone Tree, CO)
- …the third-party fund accounting service provider with respect to the proprietary mutual funds , exchange-traded funds (ETFs), and bank collective trust ... Fund Accounting Team is looking for a Senior Manager to support their growing team. This individual is...to Ten (7 to 10) years' experience in administering mutual funds , ETFs, hedge funds … more
- Deloitte (Mclean, VA)
- …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...and consulting" peak your interest? Do you enjoy providing tax consulting and compliance services to US and foreign… more
- Deloitte (Richmond, VA)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, ... 2026. What you'll do As a Tax Manager , you will utilize your prior..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- T. Rowe Price (Owings Mills, MD)
- … provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will ... this Position We are seeking an adaptable and innovative tax senior manager to join our Investment...also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- BlackRock (Boston, MA)
- …1940 Act investment management industry experience with fund structures such as open-end mutual funds and exchange traded funds . + Experience in ETF ... and oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of… more
- Robert Half Finance & Accounting (Buellton, CA)
- …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. * Evaluates enterprise contracts ... Responsibilities: * Oversees cash flow positions, borrowing needs, and available funds for investment. * Monitors and evaluates financial and operational performance… more
- Lincoln Financial (Radnor, PA)
- …(or equivalent) (Minimum Required) **Experience** *3-5 years experience in mutual funds and experience in manager / fund research and risk analytical ... contributor to the reporting and analysis efforts across Lincoln Funds Management team's manager of manager...$92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with… more