Tax & Investment Operations Manager
Green Key Resources
Green Key Resources seeks an accounting and tax professional to join a private investment and family office team in New York. The role spans tax compliance, partnership accounting, and investment operations, offering broad exposure to both family office activities and private investments. Responsibilities include preparing individual and partnership returns, tax matters for trusts and estates, and monthly accounting for investment partnerships. #J-18808-Ljbffr Green Key Resources
$175k - $190k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with... ...ensures that portfolio risks align with investment objectives, client expectations, and industry... ...k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits...TaxFull timeTemporary workLocal area$190k - $215k
...As a forward thinking asset manager, we build dynamic relationships... ...to our clients’ success.Investment Risk Manager - Private AssetsHYBRID... ..., Mathematics, Engineering, Operations Research, Computer Science,... ...an 85% company match on pre-tax and/or Roth contributions, up...TaxFull timeLocal area$200k - $300k
...Director to join its New York based Investment Services team. The firm, which... ...closely on execution, on-going deal management and fund management of the firms US... ...Lead coordination across tax, legal, regulatory and operational workflows Ensure compliance with...TaxCurrently hiringImmediate startVisa sponsorship$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our... ...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing...TaxFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...TaxFull timeH1b- ...OfficeSelling Points Lead financial operations in a dynamic family office... ...team and oversee complex investment processes. Enjoy excellent benefits... ...principals with financial management and reporting.Act as the #2... ....Coordinate with external tax advisors to ensure timely and...TaxWork at office
- ...python coding experience Preferred Qualifications: Demonstrated expertise in equity markets, factor-based risk frameworks, and tax-aware investment strategies. Practical proficiency in Python with the ability to independently manipulate data, conduct analyses, and...Tax
$112.2k - $209k
...quality sales and service to investment clients to deliver an exceptional... ...all aspects of investment management and administration to ensure... ...behaviour.Leads the execution of operational programs; assesses and adapts... .../ expert understanding of tax-related issues affecting...TaxFull timeContract workPart timeLocal areaShift work- ...Description Responsible for managing an assigned commercial loan portfolio and performing... ...needs of business customers; complying with operating policies and procedures established for... ...Verifies and reviews financial statements, tax returns, and other related financial...TaxWork at office
- ...our members. We’re transforming wealth management through the perfect blend of cutting-... ...the full spectrum of financial needs - investments, taxes, retirement planning, and estate... ...new trails together. Head of Investment Operations Range is creating AI-powered solutions...TaxWork at officeRelocationMonday to Friday
$150k - $200k
...financial reporting/analysis and tax reporting functions for the... ...Tax), BBH product/portfolio managers and their teams, client... ...skills, strong knowledge of investment company accounting, and familiarity... ...daily role is part of how we operate as trusted partners to one another...TaxFull timeLocal areaShift work- ...Goldman Sachs Asset Management (GSAM) is seeking a senior ETF Portfolio Manager to oversee portfolio construction, rebalancing, and risk... ...market makers, leveraging quantitative models, and delivering tax-efficient outcomes within a fast-paced environment. The successful...Tax
$81.4k - $153.5k
...supporting their businesses from an operational and financial reporting... ...policies and evolving tax regulations mean that business... ...administration clients, including cash management, wire setup, management fees... ...up the firm’s investors, investments, new reports, LP reporting...TaxFull timeWork experience placementInternshipWork at officeLocal area- ...job and more exclusive features. Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and... ...portfolios Manage cash balances, structuring needs, and tax filing & payment for the clients Create a...TaxWork at office
$140k - $160k
...Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team. This person will... ...rebalance, ESG customizations and tax optimization. In addition, this person... ...with trading, client service, operations to improve portfolio management efficiency...TaxRemote work- ...015788Salary Type AnnuallyIndustry Asset Management;Private Equity;Real Estate;Investment ManagementSelling Points Lead financial operations for real estate funds, ensuring compliance... ...effectively.Supervise external auditors, tax preparers, and fund administrators to...TaxWork at office
$145k - $185k
...Internship, Casual Remote | New York, NY, United States Portfolio Operations Manager – Initio Capital Location: New York, NY Employment Type:... ...-growth companies, particularly in portfolio management or investment-backed settings. Familiarity with project management tools...Full timeContract workTemporary workPart timeCasual workInternshipRemote work$140k - $150k
...Overview Sr. Associate - Portfolio Management Location: New York, NY (in... ...a seamless, customized investing experience. More specifically... ...to both client experience and operational efficiency Show up for your teammates... ...Ethic delivers customized, tax-smart and values aligned...TaxWork at officeRemote workShift work3 days per week- ...Points Lead impactful accounting operations in a dynamic, fast-paced... ...for private credit funds and management company functions.Collaborate... ...partnership accounting, and investment accounting standards.Participate... ..., auditors, and tax partners for accurate financial...Tax
- Standish Management, LLC is seeking a Fund Controller in New York to lead fund accounting, capital account maintenance and financial statement... ...for clients in private equity. You will supervise audit/tax, assist with capital calls and distributions, manage portfolio...TaxWork at office
$250k - $290k
...enabled solutions that enhance client delivery, operational efficiency, and business value across the organization.The Portfolio Manager serves as a strategic partner across the... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...TaxWork experience placementSummer holidayWork at officeFlexible hours$70k
...the crazy golf club is looking for a Operations Manager to join our team in Nomad! We offer excellent... ...Healthjoy ~401 (k) plans so you can invest in your future ~ Voluntary Life... ...every-day purchases ~ Easy to use Pre-Tax Transit & Parking benefits so you can...TaxTemporary workLocal areaFlexible hoursNight shiftWeekend work$175k - $225k
...As a forward thinking asset manager, we build dynamic relationships... ...DepartmentFranklin Templeton Investment Solutions (FTIS) brings... ...distribution, marketing, legal, and operations teams to deliver customized... ...an 85% company match on pre-tax and/or Roth contributions, up...TaxFull timeWork at officeLocal area$150k - $170k
...emissions. We plan to develop, build and operate more than 400 MW of clean energy... ...2040. With the backing of Manulife Investment Management and The Carlyle Group - two of the world... ...legal) and external stakeholders (lenders, tax equity investors, insurers, and advisors...TaxLocal area$126k - $161k
...senior role is responsible for end-to-end Operations leadership for Haldren in United States,... ...capacity planning and process optimization. •Manage budgets, vendors, and external partners... ...checks. Terms and conditions follow applicable labor, tax, and immigration laws.TaxLocal areaFlexible hours$100k - $125k
...payment/collection services, cash management, liquidity management, trade... ...and analyze regulatory and tax issues related to corporate... ...relationships for Japanese subsidiaries operating in the Americas, but not... ...provider of corporate and investment banking services to clients...TaxFull timeWork at officeLocal areaRemote workWorldwide- ...should be as simple as doing your taxes on TurboTax. But for the... ...happen.About the RoleAs an early operations hire at Fortuna, you'll play... ...of new implementations and manage ongoing client relationships.... ...in management consulting, investment banking, or working at a startupStrong...TaxWork at office
$200k - $250k
A leading investment advisory firm in New York seeks a Tax-Exempt Fixed Income Portfolio Manager responsible for managing investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 10-15 years of relevant experience, particularly in tax-...Tax$200k - $250k
Silvercrest Asset Management is seeking a Tax-Exempt Fixed Income Portfolio Manager in New York. This role focuses on managing tax-exempt investment-grade bond portfolios, providing customized strategies for high-net-worth clients. Successful candidates will possess 10...Tax- J.P. Morgan Institutional Investment Solutions Institutional Investment Solutions (“IIS”) is... ...professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in... ...client’s on these matters in addition to tax budgeting, spending guidelines, and...Tax
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