Current jobs related to Senior Associate - Salt Lake, Utah - PEG COMPANIES

  • Executive Director Associate

    3 weeks ago

    Salt Lake, Utah, United States Sunrise Senior Living Full time

    About the RoleSunrise Senior Living is seeking a highly skilled and experienced Associate Executive Director to join our team. As a key member of our leadership team, you will be responsible for assisting the Executive Director in the overall leadership, management, and success of our community.ResponsibilitiesFinancial management and oversightDevelopment...

  • Executive Director Associate

    3 weeks ago

    Salt Lake, Utah, United States Sunrise Senior Living Full time

    About the RoleSunrise Senior Living is seeking a highly skilled and experienced Associate Executive Director to join our team. As a key member of our leadership team, you will be responsible for assisting the Executive Director in the overall leadership, management, and success of our community.ResponsibilitiesFinancial management and oversightDeveloping and...

  • Tax Senior Associate

    3 weeks ago

    Salt Lake, Utah, United States FORVIS Full time

    ## Job Title: Tax Senior Associate ## Job Summary: As a Tax Senior Associate at Forvis Mazars, you will play a key role in helping successful companies and their owners navigate the complexities of tax planning and compliance. You will work closely with our team to provide expert tax advice and support to our clients, helping them to achieve their business...

  • Tax Senior Associate

    2 weeks ago

    Salt Lake, Utah, United States Tanner Full time

    Tanner LLC, a leading public accounting firm, is seeking a skilled Tax Senior Associate to join their team. As a valued member of the firm, you will have the opportunity to work with a variety of tax returns, including corporate, partnership, estate, gift, individual, not-for-profit, and employee benefit tax returns.As a Tax Senior Associate, you will be...

  • Tax Senior Associate

    1 month ago

    Salt Lake, Utah, United States BKD Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our team. As a Tax Senior Associate, you will play a key role in providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities.Key ResponsibilitiesProvide tax compliance, tax provision, and tax advisory services to clients across various...

  • Maintenance Associate

    2 weeks ago

    Salt Lake, Utah, United States Summit Senior Living Full time

    About the Role:We are seeking a skilled Maintenance Associate to join our team at Watermark Retirement Communities. As a Maintenance Associate, you will play a vital role in ensuring the safety and aesthetic appeal of our community. Your responsibilities will include maintaining a safe environment, performing routine maintenance tasks, and ensuring that our...

  • Senior Tax Associate

    2 weeks ago

    Salt Lake, Utah, United States Abdo Full time

    Job OverviewWe are seeking a highly skilled Senior Associate to join our Tax group. As a Senior Associate, you will be responsible for preparing federal and state tax returns, financial data, and records for assigned clients. You will also perform analytical and detailed work with numerical data efficiently and accurately.Key Responsibilities:Prepare...

  • Senior Associate, M&A Tax Specialist

    3 weeks ago

    Salt Lake, Utah, United States KPMG Full time

    Senior Associate, M&A TaxAt KPMG, we're seeking a highly skilled Senior Associate to join our Mergers & Acquisitions (M&A) Tax practice. As a key member of our team, you'll play a critical role in advising clients on a wide range of corporate tax services, including planning, research, and due diligence.Key Responsibilities:Advise clients on tax implications...

  • Senior Retail Stocking Associate

    2 weeks ago

    Salt Lake, Utah, United States Harbor Freight Tools Full time

    Ambitious and customer-focused team members are sought to fill the role of Senior Retail Stocking Associate at Harbor Freight Tools. As a valued member of our high-performing team, you will be empowered and equipped to excel in your position.This role is ideal for individuals who are passionate about developing their leadership skills and are eager to grow...

  • Tax Senior Associate Role

    3 weeks ago

    Salt Lake, Utah, United States Forvis Mazars, LLP Full time

    Job Title: Tax Senior AssociateWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars, LLP. As a key member of our tax team, you will play a crucial role in providing tax compliance, tax provision, and tax advisory services to our clients.About the Role:Provide tax compliance, tax provision, and tax advisory services to...

  • Tax Senior Associate

    2 weeks ago

    Salt Lake, Utah, United States Tanner LLC Full time

    Job OverviewAt Tanner LLC, we're seeking a highly skilled Tax Senior Associate to join our team. As a key member of our tax department, you'll be responsible for preparing a variety of tax returns, including corporate, partnership, estate, gift, individual, not-for-profit, and employee benefit tax returns. You'll also interact with clients to understand...

  • Tax Senior Associate

    3 weeks ago

    Salt Lake, Utah, United States Tanner Full time

    About TannerTanner LLC is a leading public accounting firm in Utah, recognized for its exceptional service and commitment to excellence. As a valued member of our team, you will have the opportunity to work with a diverse range of clients and contribute to the firm's continued growth and success.Job SummaryWe are seeking a highly skilled Tax Senior Associate...

  • Senior Associate, Functional Resource Manager

    3 weeks ago

    Salt Lake, Utah, United States KPMG-UnitedStates Full time

    Job Title: Senior Associate, Functional Resource ManagerWe are seeking a highly skilled and experienced Senior Associate, Functional Resource Manager to join our Tax organization at KPMG-UnitedStates.Job Summary:The Senior Associate, Functional Resource Manager will be responsible for ensuring scheduling policies and procedures are followed, and proactively...

  • Tax Senior Associate

    3 weeks ago

    Salt Lake, Utah, United States Tanner Full time

    About TannerTanner LLC is a leading public accounting firm in Utah, recognized for its excellence, innovation, and commitment to client satisfaction. As a value-added strategic partner to its clients, Tanner has earned a reputation for being a trusted and respected firm in the industry.Job SummaryWe are seeking a highly skilled and motivated Tax Senior...

  • Senior Associate, Business Tax Services

    2 months ago

    Salt Lake, Utah, United States KPMG-UnitedStates Full time

    Senior Associate, Business Tax ServicesKPMG is seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a key member of our team, you will provide tax compliance and advisory services to corporations and partnerships, working with a variety of clients from Fortune 100 to emerging businesses.Responsibilities:Provide tax...

  • Tax Senior Associate

    1 month ago

    Salt Lake, Utah, United States Tanner LLC Full time

    Job Opportunity at Tanner LLCTanner LLC, a leading public accounting firm, is seeking a highly skilled Tax Senior Associate to join our team. As a key member of our tax department, you will be responsible for providing exceptional tax services to our clients, ensuring compliance with tax laws and regulations, and contributing to the growth and success of our...

  • Senior Associate, Accounting Advisory Services

    3 weeks ago

    Salt Lake, Utah, United States KPMG Full time

    Join Our Team as a Senior Associate in Accounting Advisory ServicesWe are seeking a highly skilled Senior Associate to join our Accounting Advisory Services team. As a key member of our team, you will be responsible for providing technical advice on accounting literature related to U.S. Generally Accepted Accounting Principles (GAAP) and International...

  • Senior Finance Associate

    2 weeks ago

    Salt Lake, Utah, United States Innova Solutions Full time

    Job SummaryWe are seeking a highly skilled Senior Finance Associate to join our team at Innova Solutions. As a key member of our finance department, you will be responsible for managing activities related to forecasting and analysis of indirect costs.Key ResponsibilitiesManage the compilation of data and analysis to complete a proper indirect cost FPRP,...

  • Manufacturing Engineer Senior Associate

    3 weeks ago

    Salt Lake, Utah, United States L3Harris Full time

    Job Title:Senior Associate Manufacturing EngineerJob Summary:The Senior Associate Manufacturing Engineer develops and implements manufacturing engineering plans and projects, communicating them to internal and external customers. This role defines, develops, and transfers manufacturing and engineering tools, strategies, and systems.Key...

  • Senior Associate, Functional Resource Manager

    2 months ago

    Salt Lake, Utah, United States KPMG-UnitedStates Full time

    Job Title: Senior Associate, Functional Resource ManagerKPMG is seeking a highly skilled Senior Associate to join our Tax organization as a Functional Resource Manager. This role will be responsible for ensuring scheduling policies and procedures are followed, identifying and resolving basic scheduling conflicts and trends, and communicating issues to...

Senior Associate

2 months ago

Salt Lake, Utah, United States PEG COMPANIES Full time
Job Description

Company Overview:

PEG Companies is a leading vertically integrated owner, operator, and developer of multifamily, hospitality, and build-to-rent assets in the U.S. and Canada, with a focus on the Mountain West region. With a strong presence in the industry, PEG Companies manages approximately $2B of Assets Under Management (AUM) across seven commingled funds and various separate accounts, employing over 1,100 professionals.

Job Summary:

We are seeking a detail-oriented and experienced Senior Associate to join our Investor Services team. The ideal candidate will have 3-5 years of experience in investor services, with a strong background in investor reporting, accounting, and compliance. This role involves managing various aspects of investor relations, including onboarding and redemptions, capital calls, distributions, tax reporting, and Anti-Money Laundering (AML)/Know Your Customer (KYC) compliance.

Key Responsibilities:

  • Investor Reporting & Accounting: Assist in preparing and distributing investor reports, including financial statements, performance summaries, and other relevant materials. Ensure accurate and timely accounting of investor transactions and balances.
  • Onboarding & Redemptions: Manage the investor onboarding process, including the collection and review of necessary documentation, AML/KYC checks, and the setup of investor accounts. Handle redemption requests, ensuring that all processes are completed accurately and in a timely manner.
  • Capital Calls & Distributions: Coordinate and assist with capital calls and distributions, including the preparation of notices, calculation of amounts, and communication with investors. Ensure all transactions are recorded accurately and in compliance with fund documents.
  • Tax Reporting: Assist in the preparation and distribution of K-1 forms and other tax-related documentation to investors. Collaborate with the accounting team to ensure compliance with all relevant tax regulations.
  • AML/KYC Compliance: Conduct AML and KYC checks on new and existing investors. Ensure all documentation is collected, reviewed, and maintained in accordance with regulatory requirements.
  • Custodian Coordination: Liaise with custodians to ensure the accurate and timely processing of investor transactions, including subscriptions, redemptions, and distributions. Resolve any discrepancies or issues that arise.
  • Investor Communication: Serve as a point of contact for investors, responding to inquiries and providing updates on their investments. Ensure all communications are professional, accurate, and timely.
  • Process Improvement: Identify opportunities to enhance the efficiency and accuracy of investor services processes. Recommend and implement improvements to systems, workflows, and procedures.
  • Investor Portal: Manage the investor portal to ensure accurate and organized information is presented. Develop and initiate plans to increase adoption and utilization with investors. Recommend updates or enhancements that are needed.

Requirements:

  • Education: Bachelor's degree required, preferably in Finance, Accounting, Economics, or a related field.
  • Experience: Minimum of 3-5 years of experience in investor services.

Skills and Competencies:

  • Technical Skills: Strong understanding of fund accounting principles and investor reporting requirements. Experience with AML/KYC compliance and onboarding processes. Proficiency in Microsoft Office, particularly Excel, and familiarity with accounting and investor reporting software.
  • Attention to Detail: Exceptional attention to detail, with the ability to manage multiple tasks accurately and efficiently.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to interact effectively with investors, custodians, and internal teams.
  • Problem-Solving: Strong analytical and problem-solving skills, with the ability to identify issues and develop practical solutions.