Job description:
How you will do it
Perform technical tax analyses in the highly specialized areas of regulated investment companies (Subchapters M) and investment partnerships
Prepare tax provisions, ASC 740 documentation, and financial statement tax disclosures
Prepare and/or review the calculation of fund distributions in accordance with excise tax requirements
Interact with external auditors
Update department training materials
Assist in establishing department policies, procedures and timelines
Make recommendations for improvements to department processes and procedures
Complete department tracking and reporting
Additional duties as requested or assigned
What we look for
Bachelor's Degree in Accounting/Finance or equivalent
One to three years of experience in mutual fund tax
Strong knowledge of mutual fund industry and mutual fund tax and accounting
Strong interpersonal and customer service skills
Strong attention to detail and accuracy
Strong organizational skills with the ability to prioritize multiple projects
Strong verbal and written communication skills
Strong computer skills including MS Word and Excel