Overview
Preferred Experience:
– Mutual Fund Tax Experience and Knowledge
– Experience & Knowledge of Accounting Policies, Practices and Procedures
– Experience with process improvements
– Leadership and/or management experience
– MS Office Word, Excel, Alteryx, Adobe
Tax Management:
– Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.
Key Responsibilities and Duties:
– Monitoring appropriate federal, state and local tax regulations and obligations.
– Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
– Working with business units to keep them informed about tax implications of their operation.
– Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.
– Apply specialized knowledge of mutual fund taxation to review compliance work and engage in other products.
– Identify areas to improve quality, timeliness, and/or efficiency and present findings and recommendations to senior management.
– Possess knowledge of accounting policies, practices, and procedures and ensure they are followed by the team.
– Gain exposure to other products of the business, such as international tax, BDCs, UCITs, and Luxembourg funds.
– Identify and research new tax regulations, standards, procedures, and processes and make recommendations to senior management to implement and execute changes