- US Tech Solutions (Denver, CO)
- **Job Title: Mutual Fund Tax Analyst** **Location: Chesterbrook, PA (3 Days/Week onsite from start of assignment)** **Duration: 17 Months** ... Degree in Accounting/Finance or equivalent + One to three years of experience in mutual fund tax + Strong knowledge of mutual fund industry and … more
- Deloitte (Memphis, TN)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... very fast-paced environment, we have the career for you! What you'll do As a Tax Senior you will work within an engagement team and draw on experience in accounting… more
- UMB Bank (Sacramento, CA)
- …W 9, 1099 MISC, FinCEN Forms 114 and 114a, etc.) + Preparation of calendar year mutual fund tax information for shareholder tax reporting + Preparation ... in a timely manner. This is a great role for candidates that have previous Mutual Fund or Corporate Tax accounting experience, or Tax Analyst experience,… more
- Boston Mutual Life Insurance (Canton, MA)
- …for the premium tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns using TriTech and Optins ... All Boston Mutual employees who interact with our policyholders, our...tax filings of the company. + Reconcile Guaranty Fund Assessment account and Premium Tax Receivable… more
- Deloitte (San Antonio, TX)
- …federal, international and state investor reporting. Tax Seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash… more
- Deloitte (Charlotte, NC)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash… more
- JPMorgan Chase (Boston, MA)
- … service team responsible for high quality service delivery across all institutional and/or mutual fund product offerings provided by Global Fund Services. ... of experience in fund operations + Strong technical skills including mutual fund accounting and generally accepted accounting principles (GAAP) + Excellent… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... or equivalent experience - Eight to 12 years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Advanced… more
- JPMorgan Chase (Boston, MA)
- … service team responsible for high quality service delivery across all institutional and/or mutual fund product offerings provided by Global Fund Services. ... of 1940 deliverables, and a working knowledge of accounting deliverables for Fund Accounting, Tax , Compliance and Financial Reporting services. **Job… more
- UMB Bank (Milwaukee, WI)
- …which manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the **Lead Fund ... Accountant** , you will be primarily responsible for the oversight of a fund accountant's daily workload. This includes approving exception cases created by the … more