Tax Administrator I

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute regulatory and tax reporting tasks for mutual funds to align with client fund objectives.

• Generate projected year-end income and capital gain distribution estimates.

• Compile work papers for Subchapter M and Excise tax provisions.

• Calculate fund distribution obligations pertaining to income and excise requirements.

• Produce tax work papers and distribution analyses for mutual funds.

• Assess the tax status of fund investments and pinpoint discrepancies between book and tax records.

• Examine general ledger accounts to advance tax account roll forwards and identify items necessitating distinct tax treatment from book records.

• Research and evaluate federal and state tax regulations, laws, and court rulings for presentation to management.

• Collaborate with the financial administration team to create tax and regulatory compliance reports for regulatory agencies, the board of directors, and financial officers.

• Stay updated on IRS tax law requirements.

• Collect information for external audit firms, regulatory bodies, IRS inquiries, and both formal and informal audits.

• Work with the financial administration department to assess tax implications related to investment activities.

• Communicate with regulatory agencies and audit firms for general inquiries, issue resolution, and reporting requirements.

• Carry out additional responsibilities as necessary and assigned.

⛳️ Requirements

• Bachelor’s degree in business administration, tax, accounting, finance, or a related discipline.

• 0–2 years of experience in taxation and mutual fund administration.

• Comparable education and experience will be taken into account.

• Familiarity with tax laws and procedures relevant to investment companies.

• Proficiency in Microsoft Office Suite.

• Competence in Adobe Acrobat.

• Strong creative and critical thinking skills for problem-solving.

• Capable of multitasking with strong analytical and organizational skills.

• A strategic, detail-oriented, quality-driven, efficient, and effective work style.

• Exhibits personal integrity, responsibility, and accountability.

• Ability to utilize time and information resources efficiently with colleagues.

• Strong problem-solving and decision-making skills.

• Clear and effective written and verbal communication abilities.

• Engages in active listening and promotes open exchange of ideas and information.

• Capable of identifying, arranging for, and securing resources to meet objectives.

• Ability to foster and develop productive working relationships with colleagues and clients.

• Adaptable to shifting priorities and deadlines, managing unexpected challenges while ensuring task completion.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with employer matching contributions.

• Opportunities for professional development and training.

• Flexible work hours and remote work options.

• Generous paid time off and holiday schedule.