Provide ongoing mutual fund tax compliance, review and file federal and state tax returns for complex funds; develop and monitor fund tax policies; determine and monitor dividend and capital gains tax distribution requirements for complex funds and products. Provide ongoing training and development of tax accountants.
We appreciate that work-life balance is an important factor when considering your next career. If you are not located close to a physical office, remote work is considered for qualified candidates.
Responsibilities
Provide ongoing mutual fund tax compliance, review and file federal and state tax returns for complex funds; develop and monitor fund tax policies; and determine and monitor dividend and capital gains tax distribution requirements for complex funds and products.
Calculate tax adjustments and determine fiscal distributions to shareholders. Prepare and files all required tax returns and related schedules with the IRS.
Provide project leadership with ad hoc requests and or projects from within team, other departments, portfolio managers and external auditors. Potential merger analysis, fund liquidations, launching of new products, etc.
Provide ongoing oversight on complex mutual funds for tax compliance through establishing and managing relationships with internal and external business partners.
Provide information to portfolio managers for capital gain tax management.
Develop and monitor fund tax policies and make changes to process and policies.
Provide leadership, coaching and training for tax accountants.
Required Qualifications
Bachelors degree or equivalent.
3-5 years of experience with a minimum of 3 years of mutual fund reporting, tax, or related experience.
Strong financial, accounting and tax knowledge and skills.
