- Deloitte (San Juan, PR)
- 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
- Boston Mutual Life Insurance (Canton, MA)
- …and associates "better than where we found them" **Statement of Position** The Tax Manager reports directly to the Treasurer, EVP Finance, Investments & ... -related reporting requirements of federal and state jurisdictions. The Tax Manager interacts internally with all levels...tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns… more
- UMB Bank (Milwaukee, WI)
- …which manages the daily accounting, tax , audit, administration, and operational tasks for mutual fund and collective trust clients. As the **Lead Fund ... workload. This includes approving exception cases created by the Fund Accountant for 15-20 funds daily, including...the NAV + Assess potential training needs for the Fund Accountants and provide feedback to the manager… 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. ... or equivalent experience - Eight to 12 years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Advanced… more
- Citigroup (Tampa, FL)
- The Tax Group Manager is a senior management level...seamless delivery of tax services to our US mutual fund tax clients. **Responsibilities:** + ... of a team or department, driving a variety of fund valuation activities in coordination with the Tax Services team. The overall objective of this role is… more
- Deloitte (Louisville, KY)
- … 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
- T. Rowe Price (Owings Mills, MD)
- … provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will ... this Position We are seeking an adaptable and innovative tax senior manager to join our Investment...also apply taxation of financial products knowledge to fund holdings. We utilize an external tax … 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
- Lincoln Financial (Radnor, PA)
- …portfolio construction, asset allocation, or risk management. + Experience in mutual funds . + Experience in manager / fund research and risk analytical ... to the research and due diligence efforts across Lincoln Funds Management team's manager of manager...$92B of which is Lincoln's proprietary variable insurance trust mutual funds . You will regularly interact with… more