- US Bank (Tempe, AZ)
- …Day One. **Job Description** Supports the day-to-day financial and compliance operations of a mutual fund , exchange-traded fund , closed-end fund and/or ... and understanding of legal, regulatory and accounting principles which directly affect the mutual fund industry and their clients - Experience in Mutual … more
- UMB Bank (Phoenix, AZ)
- …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, who ... mutual funds and collective trusts. As the **Tax Administrator III** , you will help prepare taxes on...114 and 114a, etc.) + Preparation of calendar year mutual fund tax information for shareholder tax… more
- NBT Bank (AZ)
- …respect to 401(k) Plans. + Knowledgeable about the retirement plan industry and insurance/ mutual fund market. + Demonstrated in depth knowledge of ERISA laws ... client and vendor relationship management is preferredc + Q ualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred… more