This position is responsible for all tax matters relating to ETFs and mutual funds and their shareholders.
Job Responsibilities:
- Manage Annual Report tax disclosure and tax provision production process for 170-plus funds. - Perform tax research on existing and new investment vehicles or new investments as needed. - Assist in internal control documentation and maintenance of documentation of tax legal positions (FIN 48). - Assist in ETF and Fund monthly, quarterly, semi-annual, and annual distribution process for 170-plus funds. - Ensure that all ETF/mutual fund tax qualification requirements are met. - Manage or assist in tax projects as needed. - Assist in calendar year tax reporting for ETF and mutual fund shareholders and intermediaries.
Qualifications:
- Degree in Accounting or Finance. - Graduate degree in tax extremely helpful but not necessary. - At least five year's experience in public accounting tax investment management practice, ETF, or mutual fund advisor/service provider. - Strong tax research and writing skills required. - Strong Excel skills desirable.
