- Raymond James Financial, Inc. (St. Petersburg, FL)
- …party applications + Answer calls and questions on operational topics and account maintenance. + Contacts internal/external customers including fund companies to ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… more
- Deloitte (Tampa, FL)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gained through work experience to review and apply model portfolio overlays on Mutual Fund /ETF (MF/ETF) managed account platforms using exchange-traded ... evaluation and complex decision-making. This includes executing trades and resolving account issues. **Essential Duties and Responsibilities** + Overlay accounts to… more
- Deloitte (Tampa, FL)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Deloitte (Jacksonville, FL)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities. + Principles and practices of ... Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products and services . + Establishes and maintains periodic… more
- Deloitte (Tampa, FL)
- …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 clients while identifying and analyzing complex issues? If you answered "Yes" to any… more
- Deloitte (Tampa, FL)
- …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 clients while identifying and analyzing complex issues? If you answered "Yes" to any… more
- Deloitte (Jacksonville, FL)
- …will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will Include: + Performing detail-level reviews… more
- Deloitte (Miami, FL)
- …will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will include: + Performing high-level reviews… more