- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management (WM)...skills; Ability to effectively communicate with junior associates and senior leaders + Excellent organizational skills; Ability to manage… more
- Harbor Group Management (Norfolk, VA)
- …efficiency and creating new processes + Ability to communicate effectively with senior management , external sponsors, and investors + Proficient in Microsoft ... Management Company is a multi-billion dollar real estate investment and property management firm. As we...investment opportunities. We are seeking a high performing Tax Manager who will fill a leadership role on… more
- JPMorgan Chase (Jersey City, NJ)
- …all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving ... The JPMorgan Wealth Management Statements & Tax reporting team...3 client facing reporting products that impact 5+ million investment account holders, delivers over 45 million client documents… more
- Robert Half Finance & Accounting (New York, NY)
- …currently recruiting for a Corporate Accounting Manager role at a well established Investment firm based in midtown Manhattan New York. Our client requires an active ... technical accounting skills, and the ability to work closely with senior leadership and various stakeholders. Responsibilities: * Assist Controller with day-to-day… more
- Robert Half Finance & Accounting (Dallas, TX)
- …gains across portfolios. Requirements + CPA required with 7+ years of experience in tax and investment management + Family office or multi-family office ... administrators. * Monitor and evaluate asset performance, fees, and allocations using investment management software. * Prepare and reconcile periodic financial… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** Responsible for advising investment grade corporate and institutional clients on capital structure strategy, ... acquisition financing, liability management , investor outreach and market approach. Provide ongoing market...and micro market conditions. Build and maintain relationships with senior client and prospect personnel. Collaborate with bankers and… more
- 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 ...technical research and analysis related to domestic and foreign tax issues affecting various product and investment … more
- Lincoln Financial (Omaha, NE)
- …#:** 75115 **The Role at a Glance** We are excited to be hiring an experienced **RIC Tax Analyst** with investment fund tax experience to join our Corporate ... Fund Administration team. In this role you will support tax compliance, reporting, and disclosures for Regulated Investment...withholding tax reclaims * Research and document tax issues under the guidance of senior … more
- City of New York (New York, NY)
- …of Preservation Finance - Division of Special Needs Housing - Division of Portfolio Management and Conversion Your Impact: The Tax Incentive Programs unit within ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...and the City Council; and - Assist New Construction Tax Benefits Director and other senior staff… more
- T. Rowe Price (Owings Mills, MD)
- …Financial Reporting, Technical Accounting, and AUM Reporting. Global Tax provides tax planning, compliance, and risk management for our firm, as well ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed… more