- Deloitte (Miami, FL)
- Mutual funds -Are you passionate about financial products and...have the career for you! What you'll do As a Tax Senior you will work within an engagement ... funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other… more
- Deloitte (Tampa, FL)
- …federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, ... understand tax planning and returns, identifying complex tax issues for a variety of hedge fund... funds , private equity, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Deloitte (Tampa, FL)
- … practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, ... 2026. What You'll Do As a Tax Senior , you will utilize your prior..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… more
- Deloitte (Lake Mary, FL)
- …for real estate funds , then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within...the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …internal customers is required to identify, research, and resolve cost allocation issues. Mutual Fund and ETF experience a plus. **Responsibilities:** + Provides ... the annual budget process. + Assists in oversight of fund accounting and fund administration procedures. +...on job responsibilities. + Reviews state, federal, and foreign tax filings, as prepared by various accounting vendors and… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …+ Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth ... (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Market trading practices of products including equities, ADRs, ETFs, UCITs, and Mutual Funds . + General knowledge of managed account practices. + Principles ... with outside managers regarding trade execution, model discrepancies. + Perform tax loss harvesting. + Research and resolve complex account errors, providing… more
- Bank of America (Destin, FL)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management… more
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