Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...
Fund Controller
West Palm Beach, FL · On-site
Prepare financial information for regulatory reporting, including Form PF and Form ADV. * Evaluating all aspects of proposals (e.g., fund documents, trading/operational model, distributions, expense ...
Quick apply
Fund Controller
West Palm Beach, FL · On-site
Prepare financial information for regulatory reporting, including Form PF and Form ADV. * Evaluating all aspects of proposals (e.g., fund documents, trading/operational model, distributions, expense ...
Legal & Compliance - Real Estate, VP
$120K - $161K/yr
Support Real Estate Legal and Compliance team in preparing Form D, Form PF, AIFMD and Form ADV and other regulatory filings and ensure timely submission * Oversee and manage junior Real Estate Legal ...
Legal & Compliance - Real Estate, VP
$120K - $161K/yr
Support Real Estate Legal and Compliance team in preparing Form D, Form PF, AIFMD and Form ADV and other regulatory filings and ensure timely submission * Oversee and manage junior Real Estate Legal ...
Legal & Compliance - Real Estate, VP
Miami, FL · On-site
$120K - $161K/yr
Support Real Estate Legal and Compliance team in preparing Form D, Form PF, AIFMD and Form ADV and other regulatory filings and ensure timely submission * Oversee and manage junior Real Estate Legal ...
Legal & Compliance - Real Estate, VP
Miami, FL · On-site
$120K - $161K/yr
Support Real Estate Legal and Compliance team in preparing Form D, Form PF, AIFMD and Form ADV and other regulatory filings and ensure timely submission * Oversee and manage junior Real Estate Legal ...
Fund Controller
West Palm Beach, FL · On-site
Prepare financial information for regulatory reporting, including Form PF and Form ADV. * Evaluating all aspects of proposals (e.g., fund documents, trading/operational model, distributions, expense ...
Fund Controller
West Palm Beach, FL · On-site
Prepare financial information for regulatory reporting, including Form PF and Form ADV. * Evaluating all aspects of proposals (e.g., fund documents, trading/operational model, distributions, expense ...
Global Fund Finance - Private Equity Strategies - Associate
Miami, FL · On-site
$110K - $150K/yr
Managing all regulatory reporting filings, such as Form PF and AIFMD * Partnering with tax compliance to ensure accurate data completeness * Assisting with special projects and internal ad hoc ...
Global Fund Finance - Private Equity Strategies - Associate
Miami, FL · On-site
$110K - $150K/yr
Managing all regulatory reporting filings, such as Form PF and AIFMD * Partnering with tax compliance to ensure accurate data completeness * Assisting with special projects and internal ad hoc ...
Coordinate across business unit and corporate teams to prepare regulatory reports and filings (e.g., Forms ADV, Form PF, Reg D, AIFMD and Annex IV, 13H, 13F) and to perform annual 206(4)-7 compliance ...
Coordinate across business unit and corporate teams to prepare regulatory reports and filings (e.g., Forms ADV, Form PF, Reg D, AIFMD and Annex IV, 13H, 13F) and to perform annual 206(4)-7 compliance ...
Coordinate across business unit and corporate teams to prepare regulatory reports and filings (e.g., Forms ADV, Form PF, Reg D, AIFMD and Annex IV, 13H, 13F) and to perform annual 206(4)-7 compliance ...
Coordinate across business unit and corporate teams to prepare regulatory reports and filings (e.g., Forms ADV, Form PF, Reg D, AIFMD and Annex IV, 13H, 13F) and to perform annual 206(4)-7 compliance ...
Managing all regulatory reporting filings, such as Form PF and AIFMD * Partnering with tax compliance to ensure accurate data completeness * Assisting with special projects and internal ad hoc ...
Managing all regulatory reporting filings, such as Form PF and AIFMD * Partnering with tax compliance to ensure accurate data completeness * Assisting with special projects and internal ad hoc ...
Global Fund Finance - Private Equity Strategies - Associate
Miami, FL · On-site
$110K - $150K/yr
Managing all regulatory reporting filings, such as Form PF and AIFMD * Partnering with tax compliance to ensure accurate data completeness * Assisting with special projects and internal ad hoc ...
Global Fund Finance - Private Equity Strategies - Associate
Miami, FL · On-site
$110K - $150K/yr
Managing all regulatory reporting filings, such as Form PF and AIFMD * Partnering with tax compliance to ensure accurate data completeness * Assisting with special projects and internal ad hoc ...
Fitness Trainer 35 hours Monday - Friday
Delray Beach, FL · On-site
$16 - $17/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer 35 hours Monday - Friday
Delray Beach, FL · On-site
$16 - $17/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer - Full time - Mon - Fri
Coral Springs, FL · On-site
$15 - $16/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer - Full time - Mon - Fri
Coral Springs, FL · On-site
$15 - $16/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer
North Miami Beach, FL · On-site
$15 - $18/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer
North Miami Beach, FL · On-site
$15 - $18/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer
Pompano Beach, FL · On-site
$15 - $16/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer
Pompano Beach, FL · On-site
$15 - $16/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer
$15 - $18/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Fitness Trainer
$15 - $18/hr
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
... form of intimidation, which not part of the Planet Fitness Judgement Free Zone culture * Employees are permitted to conduct PT business on their own at a non-PF location but, again, they cannot ...
Form Pf information
What are some typical challenges faced when managing and processing Form PF filings in an investment advisory role?
What are the key skills and qualifications needed to thrive as a Form PF Reporting Specialist, and why are they important?
What is the difference between Form Pf vs Form 26AS?
| Aspect | Form Pf | Form 26AS |
|---|---|---|
| Purpose | To declare tax paid on certain income and claim refunds | To provide a consolidated tax credit statement from tax authorities |
| Usage | Filed by taxpayers for specific income disclosures | Reviewed by taxpayers to verify tax credits and TDS |
| Required Credentials | Taxpayer identification, PAN, and income details | Taxpayer identification, PAN, and TDS details |
| Work Environment | Personal tax filing process | Tax verification and reconciliation |
Form Pf and Form 26AS are both essential in the tax filing process. Form Pf is used by taxpayers to declare tax paid and claim refunds, while Form 26AS provides a consolidated view of tax credits and TDS. Understanding their differences helps ensure accurate tax reporting and compliance.
What are Form PF jobs?
Deloitte rating
8.1
Based on 86 frontline employees who took The Breakroom Quiz
58th of 138 rated financial services
Job description
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Regulatory Reporting Senior Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
Recruiting for this role ends on Thursday, December 31st 2026.
Work you'll do/Responsibilities
- The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and submission of regulatory reports within the defined scope of 40 Act and non-40 Act funds in the investment management space. This role ensures regulatory compliance, accuracy, and timeliness of all filings, while maintaining strong process governance, documentation standards, and control frameworks across various regulators such as SEC, CFTC, BEA, NFA, Treasury. The specialist serves as a key escalation point for regulatory reporting matters and supports audits, examinations, and ongoing operational improvements. Here are the specific responsibilities for this role:
- Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury.
- Review, approve, and oversee the submission of all regulatory filings to ensure accuracy, completeness, and consistency with established standards.
- Maintain and enhance standard operating procedures, documentation, and control frameworks to support audit readiness and regulatory examinations.
- Serve as the primary escalation point for regulatory reporting issues, coordinating resolution across internal stakeholders and external service providers.
- Support regulatory exams, internal audits, and ad hoc data requests related to fund regulatory reporting.
- Drive continuous improvement initiatives to strengthen reporting quality, reduce operational risk, and improve process efficiency.
- Ensure appropriate knowledge transfer, cross training, and coverage to mitigate key person risk across regulatory reporting processes.
The successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
The Team
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Our Regulatory, Risk, & Forensic Operate offering support to clients by delivering Operate services spanning the Regulatory, Risk & Forensic portfolio. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth.
Qualifications
Required
- Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury.
- Review, approve, and oversee the submission of all regulatory filings to ensure accuracy, completeness, and consistency with established standards.
- Maintain and enhance standard operating procedures, documentation, and control frameworks to support audit readiness and regulatory examinations.
- Serve as the primary escalation point for regulatory reporting issues, coordinating resolution across internal stakeholders and external service providers.
- Support regulatory exams, internal audits, and ad hoc data requests related to fund regulatory reporting.
- Drive continuous improvement initiatives to strengthen reporting quality, reduce operational risk, and improve process efficiency.
- Ensure appropriate knowledge transfer, cross training, and coverage to mitigate key person risk across regulatory reporting processes.
- Limited immigration sponsorship may be available.
- Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,000 to $130,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Regulatory Reporting Senior Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
Recruiting for this role ends on Thursday, December 31st 2026.
Work you'll do/Responsibilities
- The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and submission of regulatory reports within the defined scope of 40 Act and non-40 Act funds in the investment management space. This role ensures regulatory compliance, accuracy, and timeliness of all filings, while maintaining strong process governance, documentation standards, and control frameworks across various regulators such as SEC, CFTC, BEA, NFA, Treasury. The specialist serves as a key escalation point for regulatory reporting matters and supports audits, examinations, and ongoing operational improvements. Here are the specific responsibilities for this role:
- Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury.
- Review, approve, and oversee the submission of all regulatory filings to ensure accuracy, completeness, and consistency with established standards.
- Maintain and enhance standard operating procedures, documentation, and control frameworks to support audit readiness and regulatory examinations.
- Serve as the primary escalation point for regulatory reporting issues, coordinating resolution across internal stakeholders and external service providers.
- Support regulatory exams, internal audits, and ad hoc data requests related to fund regulatory reporting.
- Drive continuous improvement initiatives to strengthen reporting quality, reduce operational risk, and improve process efficiency.
- Ensure appropriate knowledge transfer, cross training, and coverage to mitigate key person risk across regulatory reporting processes.
The successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
The Team
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Our Regulatory, Risk, & Forensic Operate offering support to clients by delivering Operate services spanning the Regulatory, Risk & Forensic portfolio. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth.
Qualifications
Required
- Manage end-to-end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury.
- Review, approve, and oversee the submission of all regulatory filings to ensure accuracy, completeness, and consistency with established standards.
- Maintain and enhance standard operating procedures, documentation, and control frameworks to support audit readiness and regulatory examinations.
- Serve as the primary escalation point for regulatory reporting issues, coordinating resolution across internal stakeholders and external service providers.
- Support regulatory exams, internal audits, and ad hoc data requests related to fund regulatory reporting.
- Drive continuous improvement initiatives to strengthen reporting quality, reduce operational risk, and improve process efficiency.
- Ensure appropriate knowledge transfer, cross training, and coverage to mitigate key person risk across regulatory reporting processes.
- Limited immigration sponsorship may be available.
- Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,000 to $130,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.