Tax Administrator II

This is a fully remote position, open to applicants in New York.

📋 Description

• Prepares estimated year-end income and capital gain distributions.

• Prepares work papers for Subchapter M and excise tax provisions.

• Calculates fund distribution requirements to meet both income and excise obligations.

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

• Assesses the fund tax status of investments and identifies book and tax discrepancies.

• Analyzes straightforward general ledger accounts to provide roll-forward of tax accounts and to pinpoint income and expense items requiring different tax treatments than book treatments.

• Researches and evaluates federal and state tax laws, regulations, and rulings or decisions from court or other regulatory agencies for presentation to management.

• Collaborates with the financial administration department to create tax and regulatory compliance reporting for regulatory agencies, board of directors, and financial officers.

• Keeps up-to-date with IRS tax law requirements.

• Collects information necessary to respond to inquiries from external audit firms and regulatory bodies.

• Gathers information needed to address IRS and auditor requests related to formal or informal audits.

⛳️ Requirements

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

• 2-3 years of experience in taxation and administration of mutual funds.

• Equivalent education and experience will be taken into account.

🏝️ Benefits

• Comprehensive health coverage.

• Retirement plan options.

• Opportunities for professional development.