- Deloitte (Jericho, NY)
- 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
- Deloitte (Jericho, NY)
- … 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 June 1, ... 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
- Tompkins Community Bank (Mount Kisco, NY)
- …through a company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager ... and sourcing of new ideas - meet regularly with fund managers and research analytics of fund ...knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …management, custody, employee benefit and individual retirement accounts including: + Security and mutual fund trade processing and settlement. + Security and ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150...mutual fund income processing. + Reconciliation of assets to various… more
- Neuberger Berman (New York, NY)
- …strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows, terminations ... Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified… more
- Bank of America (New York, NY)
- …product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds , Mutual Funds , Liabilities, Margin, Trust Operations, etc.) + ... Merrill Market Client Relationship Manager New York, New York **Job Description:** This...financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Trustco Bank (Albany, NY)
- …trusts and investment accounts, working with staff members on the factoring of mutual fund postings, working with trust administrators in the processing and ... **Job Title:** IRA/Financial Services Coordinator **Reports to:** IRA Manager **FLSA Status:** Non-Exempt **Salary Grade:** NE12 **Supervisory...filing of annual tax returns and various tax forms, assisting… more
- Banfield Pet Hospital (Pelham, NY)
- …with a tax -advantaged HSA, allowing you to pay for medical expenses with pre- tax funds . + Paid Parental Leave: We support growing families with paid parental ... The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery...support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit… more
- Chemung Canal Trust Company (Elmira, NY)
- …investment options available through third party providers, including but not limited to mutual funds and insurance products. + Provides assistance to existing ... and various investment options/insurance products. + Executes trades for stock, funds and insurance in compliance with applicable regulations and NYS insurance… more