Financial Reporting Specialist
3 weeks ago
iCapital is looking for a Tax Compliance Assistant Vice President to support its Fund Finance Central Services team. This role involves coordinating tax compliance activities, managing relationships with third-party administrators and tax preparers, and driving process improvements.
The successful candidate will have a bachelor's degree in accounting or finance, 5-10 years of tax experience, and a strong understanding of investment partnership taxation. They will also be proficient in Excel and able to learn new systems and technology quickly.
Responsibilities- Ensure timely tax reporting and communication for hedge, private equity fund of fund, and access fund vehicles
- Develop and maintain procedures, workflows, and metrics for tax compliance activities
- Identify opportunities for process improvements and implement changes
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Financial Reporting Specialist
4 days ago
Greenwich, Connecticut, United States Michael Page Full timeAbout Michael Page">Michael Page is a private advisory firm that specializes in wealth management and financial planning for high-net-worth families. Our team offers personalized investment strategies and estate planning services.">The Role">We are seeking a highly skilled Junior Financial Accountant to join our team. As a Junior Financial Accountant, you...
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Financial Reporting Specialist
2 days ago
Greenwich, Connecticut, United States Michael Page Full timeCompany OverviewMichael Page is a leading global recruitment agency that connects top talent with industry-leading employers. Our clients trust us to deliver exceptional candidates who can drive their business forward.In this role, you will have the opportunity to work with a private investment group, specializing in wealth management and financial planning...
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Junior Financial Reporting Expert
13 hours ago
Greenwich, Connecticut, United States Michael Page Full timeAbout the RoleAs a Junior Financial Accountant, you will be responsible for supporting senior accountants in preparing financial statements, maintaining records, and reconciling accounts.You will also assist in handling data entry tasks, processing invoices, and supporting audits or budgeting tasks.Key requirements include:Junior Accountant with 2-3 years of...
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Financial Operations Specialist
5 days ago
Greenwich, Connecticut, United States BOK Financial Full timeCompany OverviewBOK Financial Corporation Group is a stable and financially strong organization. It provides excellent training and development to support building the long-term careers of employees.
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Financial Reporting Manager
3 weeks ago
Greenwich, Connecticut, United States iCapital Full timeJob OverviewiCapital is looking for a detail-oriented Tax Compliance Assistant Vice President to coordinate and oversee federal and state tax compliance, as well as Schedule K-1 and tax estimate reporting for various funds. The ideal candidate will be proficient in Excel and able to work independently in a fast-paced environment.This role offers a...
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Financial Operations Specialist
3 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout the RoleWe are seeking an experienced Financial Operations Specialist to join our Corporate Actions Team in Greenwich, CT. This hybrid role involves working three days in the office and two days remotely.
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Investment Operations Specialist
3 days ago
Greenwich, Connecticut, United States BOK Financial Full timeJob DescriptionThe Client Service Specialist plays a critical role in supporting the Financial Consultants in providing investment services to clients. This position involves operational, administrative, and sales support activities, which require attention to detail, organizational skills, and excellent communication abilities.The ideal candidate will have...
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Financial Compliance Specialist
3 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Compliance Specialist to join our team in Greenwich, CT. As a key member of our compliance department, you will play a critical role in ensuring that our business operations are in line with relevant regulations and industry best practices.The ideal candidate will have 1-3 years of...
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Trade Reporting Compliance Analyst
2 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeQualifications and SkillsBachelor's degree in a relevant field (BA/BS).Minimum 2+ years of brokerage experience in the financial services industry, with a specific focus on regulatory reporting compliance issues with systems such as FINRA CAT and stock trade reporting facilities.Skills: Bloomberg experience, technological orientation, excellent...
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Senior Financial Analyst
2 days ago
Greenwich, Connecticut, United States Michael Page Full timeThe Michael Page advisory firm specializes in wealth management and financial planning for high-net-worth families.Job Summary:We are seeking a highly skilled Junior Financial Accountant to assist with preparing financial statements, maintaining records, and reconciling accounts to ensure accuracy and compliance.Key Responsibilities:Prepare and manage...
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Greenwich, Connecticut, United States Interactive Brokers Full timeJob OverviewInteractive Brokers, a global leader in electronic brokerage services, seeks an experienced Senior Tax Director to lead our Customer Tax team. As a key member of our Global Tax Team, you will be responsible for ensuring compliance with US federal, state, and non-US tax requirements related to client information reporting and withholding tax.This...
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Financial Services Engagement Specialist
2 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAt Interactive Brokers, we are seeking a highly skilled Social Media Response Analyst to join our dynamic team. In this role, you will be responsible for monitoring and responding to social media inquiries, comments, and messages across all platforms.The ideal candidate will have a strong understanding of financial instruments, including stocks, securities...
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Financial Accountant Professional
16 hours ago
Greenwich, Connecticut, United States Michael Page Full timeJob DescriptionThe Junior Financial Accountant plays a vital role in assisting senior accountants with financial statement preparation, record-keeping, and account reconciliation to ensure accuracy and compliance.Key Responsibilities:Preparation and management of financial statements.Maintenance of accurate and up-to-date records.Reconciliation of accounts...
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Financial Operations Manager
2 days ago
Greenwich, Connecticut, United States Palm Venture Studios Full timeCompany Overview: Palm Venture Studios is a rapidly growing company that requires a highly skilled and experienced Controller to oversee its financial operations. The ideal candidate will have a strong background in accounting and financial management, with a proven track record of success in a fast-paced environment.In this role, you will be responsible for...
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Accounting Specialist
6 days ago
Old Greenwich, Connecticut, United States Tandym Group Full timeJob Overview:Tandym Group is seeking a highly motivated Accounting Specialist to join our team. As an Accounting Specialist, you will play a key role in maintaining the accuracy and integrity of our financial records.The estimated salary for this role is $65,000 - $85,000 per year, depending on experience. In addition to the base salary, we offer a range of...
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Mortgage Protection Specialist
3 weeks ago
Greenwich, Connecticut, United States Spieldenner Financial Group Full timeAbout the RoleAs a Virtual Insurance Sales Consultant, you will play a critical role in helping our clients achieve their financial goals by protecting their largest asset - their ability to make an income. You will work closely with our clients to understand their financial needs and provide them with personalized solutions that meet their requirements.The...
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Digital Engagement Specialist
3 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full time**About the Role**We are seeking a Digital Engagement Specialist to join our team at Interactive Brokers Group. This is a hybrid role (3 days in the office/2 days remote) that requires a strong understanding of financial markets and excellent communication skills.The ideal candidate will monitor social media channels, interact with users, and respond to...
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Brand Experience Specialist
4 days ago
Greenwich, Connecticut, United States TEAM Full timeWe are seeking a skilled Brand Experience Specialist to join our team at TEAM. In this role, you will be responsible for developing and maintaining relationships with key accounts, trade partners, and distributors.Key Responsibilities: Serve as brand category expert and mixology specialist to strengthen category leadership through menu placements in...
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Financial Services Analyst Professional
4 days ago
Greenwich, Connecticut, United States AQR Full timeAbout AQR Capital ManagementAQR is a leading global investment management firm founded at the intersection of financial theory and practical application. Since 1998, we've been striving to deliver superior, long-term results for our clients by identifying key factors and developing innovative ideas.At AQR, our employees are united by a common spirit of...
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Financial Services Talent Acquisition Specialist
3 weeks ago
Greenwich, Connecticut, United States iCapital Full timeAbout UsiCapital is powering the world's alternative investment marketplace with our cutting-edge financial technology platform. We are dedicated to transforming the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Salary and BenefitsThis role...