- Deloitte (Charlotte, NC)
- …identifying necessary federal, international and state investor reporting. Managers in our Hedge Fund Tax practice perform detail-level review of tax ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund...opportunities with the support of our robust Washington National Tax group. Tax Manager build… 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
- 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 ... the NAV + Assess potential training needs for the Fund Accountants and provide feedback to the manager... Fund Accountants and provide feedback to the manager regarding Fund Accountant's performance + Identify… more
- Deloitte (New Orleans, LA)
- … 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 June 1, ... 2025 What you'll do As a Tax Manager , you will utilize your prior...funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment… more
- T. Rowe Price (Owings Mills, MD)
- …ways that matter to you . About this Position We are seeking an adaptable and innovative tax senior manager to join our Investment Tax team. You will join a ... calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs....will also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … more
- Deloitte (Hartford, CT)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign...and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …management, custody, employee benefit and individual retirement accounts including: + Security and mutual fund trade processing and settlement. + Security and ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150...mutual fund income processing. + Reconciliation of assets to various… more
- Tompkins Community Bank (Mount Kisco, NY)
- …a company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and ... sourcing of new ideas - meet regularly with fund managers and research analytics of fund ...knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking… more
- Robert Half Office Team (Beaver, PA)
- …companies to new accounts opened Track payment and accuracy of commission revenue from mutual fund and insurance companies to our broker/dealer and then payment ... Room and Reception Area Assist with any large mailings Possible involvement with Tax Preparation Business in February, March and April Other duties as assigned… more
- Neuberger Berman (New York, NY)
- …strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows, terminations ... Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified… more
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