- Deloitte (Boston, MA)
- 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 (Boston, MA)
- …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 (Boston, MA)
- …tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As a Tax Senior ... a part of the largest growth area in the tax industry? Do you have experience serving clients in..., private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and… 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. ... and approve shareholder statements, shareholder applications, regulatory documents and tax forms. Assist Senior Relationship Managers with...- Eight to 12 years of experience in a mutual fund related or brokerage industry position… more
- JPMorgan Chase (Boston, MA)
- … service team responsible for high quality service delivery across all institutional and/or mutual fund product offerings provided by Global Fund Services. ... timely manner and client status updates are communicated to senior management. To be successful, you must have a...deliverables, and a working knowledge of accounting deliverables for Fund Accounting, Tax , Compliance and Financial Reporting… more
- BlackRock (Boston, MA)
- …1940 Act investment management industry experience with fund structures such as open-end mutual funds and exchange traded funds . + Experience in ETF ... and oversight services to BlackRock's various product ranges including the BlackRock mutual funds and iShares ETFs. Responsibilities include: + Oversight of… more
- Citigroup (Boston, MA)
- …N-CEN and 24F-2, N-1A etc.) + Demonstrate an advanced understanding of investment types, mutual funds , ETFs and financial markets + Lead training sessions to ... The Financial Administration Senior Analyst, Assistant Vice-President ("AVP") oversees the analysis,...expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly… more
- Wellington (Boston, MA)
- …of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are ... the firm, including private investment valuation and operations, investment product and fund services, legal & compliance, tax , and information technology to… more
- Harvard University (Cambridge, MA)
- …a "One Harvard" culture of philanthropy through establishing relationships built on mutual trust across FAS, AA&D, and the broader institution, including academic ... the Faculty of Arts and Sciences. + Recruit, supervise, and mentor a senior leadership team responsible for overseeing the major functions, including major giving,… more