- 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 (New York, NY)
- …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
- Deloitte (Raleigh, NC)
- …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 (Cincinnati, OH)
- … 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
- HUB International (Bethesda, MD)
- …and Skills:** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… more
- HUB International (Albuquerque, NM)
- …and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds , money manager programs, insurance and financial planning ... + Depth of experience working with high net worth or ultra-high net worth clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication… more
- Bank of America (New York, NY)
- …Conducts primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary responsibility includes: * maintaining ... Manager Selection Analyst New York, New York **To...delivery of a high-quality platform of equity investment vehicles ( mutual funds , separately managed accounts, active ETFs.… more
- Lincoln Financial (Radnor, PA)
- …Ideal candidate: + Experience with retail investment product strategy, specifically with traditional mutual funds and alternative evergreen funds , and being ... **Relocation assistance:** is not available for this opportunity. **Hiring Manager :** Ben Richer **Requisition #:** 74906 **The Role at...in the development of a market leading and profitable Fund Management line-up. They will lead teams that are… more
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