- Serves as a subject matter expert for tax implications related to ETF share classes within mutual funds.
- Supports portfolio management in employing tax-loss harvesting techniques to manage capital gains and optimize after-tax returns.
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The Manager, · Investment Tax is responsible for identifying and · resolving technical investment tax issues.The tax scope will be primarily the US ETFs · and Mutual Funds and will also include international · tax matters encompassing a range of tax entity types. · ...
Austin1 month ago
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· Job Description: · The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues. The tax scope will be primarily the US ETFs and Mutual Funds and will also include international tax matters encompassing a range of tax entity types. ...
Austin1 day ago
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The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues. The tax scope will be primarily the US ETFs and Mutual Funds and will also include international tax matters encompassing a range of tax entity types. · ...
Austin, TX1 month ago
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The Manager, Investment Tax will apply their knowledge and expertise to improve processes contributing to the overall efficiency of the tax team. · Serves as a subject matter expert for tax implications related to ETF share class within a mutual fund. · Suports portfolio manageme ...
Austin1 month ago
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+Job summary · The Manager, Investment Tax is responsible for identifying and resolving technical issues related to investment taxes. · +ResponsibilitiesServes as a subject matter expert for tax implications related to ETF share class within a mutual fund. · Supports portfolio ma ...
Austin Full time1 month ago
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The Senior Manager oversees cross-border trading tax matters for Dimensional's global investment products including monitoring treaty entitlements. · Manages Article 63 (EU Reclaim) process with external tax advisors to ensure timely filing with respective EU country and proper a ...
Austin1 month ago
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We are seeking a Senior Manager with expertise in investment tax matters for our global investment products. · The role will oversee cross-border trading tax matters. · Manage projects with internal clients and external service providers. · Recommend investment product solutions ...
Austin1 month ago
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REIT Tax Associate Attorney – Investment Funds Group · Locations: Austin, TX | Chicago, IL | Los Angeles, CA | New York, NY | Palo Alto, CA | San Diego, CA | San Francisco, CA | Washington, DC Direct Counsel is seeking a Tax Associate Attorney to join the Investment Funds prac ...
Austin3 days ago
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The Tax Director will lead all tax strategy, planning, compliance, and risk management activities for a growing wealth management organization serving high-net-worth individuals, families, trusts and related entities. · ...
Austin1 month ago
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The Tax Director will lead all tax strategy planning compliance and risk management activities for a growing wealth management organization serving high-net-worth individuals families trusts and related entities. · Oversight of all aspects of tax planning and compliance. · Develo ...
Austin, TX1 month ago
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The Tax Director will lead all tax strategy, planning, compliance, and risk management activities for a growing wealth management organization serving high-net-worth individuals, families, trusts, and related entities. This role is responsible for developing proactive tax strateg ...
Austin, Texas, , United States $190,000 - $320,000 (USD) per year5 days ago
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Northern Trust is seeking an Estate Administrator to manage complex estates and taxable trusts. · ...
Austin Full time1 month ago
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The Sr. Estate Administrator marshals and administers assets in complex estates and taxable trusts.,Decides all substantive questions arising within the estate including tax elections. · Raising of cash resolution of liabilities audits and litigation. · Manages accounts which fea ...
Austin1 month ago
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Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. · Marshals and administers assets in complex est ...
Austin1 month ago
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The Tax Manager plays a critical role in supporting clients and internal operations by overseeing all tax-related functions in preparation of personal, S-Corporation, partnership, private foundation and gift tax returns. · Partner with wealth advisors to develop tax-efficient inv ...
Austin $90,000 - $110,000 (USD) Full time1 month ago
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The Tax Manager plays a critical role in supporting our clients and internal operations by overseeing all tax-related functions in preparation of personal, S-Corporation, partnership, private foundation and gift tax returns. · Bachelor's degree, Accounting or Finance · CPA or EA ...
Austin, TX1 month ago
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We are partnered with a well-established, specialized financial services firm operating within the alternative investment and insurance-linked asset management space. · ...
Austin1 month ago
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Our client is an Austin-based Integrated Family Office firm that serves ultra-high net worth Individuals and families. The firm specializes in integrating investments, tax strategy, estate planning, cash management and philanthropy into custom actionable plans, while serving as o ...
Austin $70,000 - $140,000 (USD) per year3 days ago
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Registered Nurse, Medical/Surgical · Mayo Clinic is a world-renowned healthcare organization that values the well-being of its patients and employees. As a registered nurse at Mayo Clinic, you will be part of a team that prioritizes patient care and invests in your professional g ...
Austin $80,333 - $123,353 (USD) per year5 days ago
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Our client is an Austin-based Integrated Family Office firm that serves ultra-high net worth Individuals and families. The firm specializes in integrating investments, tax strategy, estate planning, cash management and philanthropy into custom actionable plans, while serving as o ...
Austin, TX $70,000 - $140,000 (USD) per year2 days ago
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A single-family office based in Austin is seeking a Fund Accountant with approximately 3 to 5 years of experience.A single-family office based in Austin, Texas, is seeking a Fund Accountant with approximately 3 to 5 years of experience · ...
Austin2 months ago
Manager, Investment Tax - Austin - Dimensional Fund Advisors
Description
Investment Tax Manager Job Description
The Investment Tax Manager is responsible for identifying and resolving technical investment tax issues. The primary focus will be on US ETFs and Mutual Funds, with an extension to international tax matters covering a range of tax entity types.
Key Responsibilities:
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Manager, Investment Tax
Only for registered members Austin
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Manager, Investment Tax
Only for registered members Austin
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Manager, Investment Tax
Only for registered members Austin, TX
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Manager, Investment Tax
Only for registered members Austin
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Manager, Investment Tax
Full time Only for registered members Austin
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Senior Manager, Investment Tax
Only for registered members Austin
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Senior Manager, Investment Tax
Only for registered members Austin
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REIT Tax Associate Attorney – Investment Funds Group
Only for registered members Austin
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Tax Director
Only for registered members Austin
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Tax Director
Only for registered members Austin, TX
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Tax Director
Only for registered members Austin, Texas, , United States
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Sr. Estate Administrator
Full time Only for registered members Austin
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Sr. Estate Administrator
Only for registered members Austin
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Sr. Estate Administrator
Only for registered members Austin
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Tax Services Manager
Full time Only for registered members Austin
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Tax Services Manager
Only for registered members Austin, TX
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Assistant Fund Controller
Only for registered members Austin
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Investment Analyst
Only for registered members Austin
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Registered Nurse, Medical/Surgical
Mayo Clinic- Austin
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Investment Analyst
Only for registered members Austin, TX
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Fund Accountant
Only for registered members Austin