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Fund Tax Analyst (Max $70/hr W2)

Salary undisclosed

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Responsibilities

Job Description

Perform technical tax analyses in the highly specialized areas of regulated investment companies (Subchapter 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

Minimum Required Qualifications

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