Tax Administrator II

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

📋 Description

• Execute regulatory and tax reporting functions for mutual funds to fulfill client objectives.

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

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

• Calculate distribution requirements for income and excise tax obligations.

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

• Assess the tax status of investments and identify discrepancies between book and tax treatment.

• Analyze general ledger accounts to update tax accounts and pinpoint items requiring distinct tax handling compared to book entries.

• Research and interpret federal and state tax laws, regulations, and rulings for management presentations.

• Contribute to the development of tax and regulatory compliance reporting for various regulatory bodies, boards of directors, and financial officers.

• Stay updated on IRS tax law requirements.

• Collect information for external auditors, regulatory bodies, IRS inquiries, and formal or informal audits.

• Collaborate with financial administration on tax implications related to investment activities.

• Communicate with regulatory agencies and audit firms regarding information requests, issue resolution, and reporting standards.

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor's degree in business administration, taxation, accounting, finance, or a related discipline.

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

• Equivalent education and experience will be considered.

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

• Proficiency in Microsoft Office Suite.

• Proficiency in Adobe Acrobat.

• Strong creative and critical thinking abilities for effective problem-solving.

• Skills in multitasking, analysis, and organization.

• Strategic, detail-oriented approach with a commitment to quality, efficiency, and effectiveness.

• High levels of personal integrity, responsibility, and accountability.

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

• Strong problem-solving and decision-making capabilities.

• Excellent written and verbal communication skills.

• Active listening skills and openness to exchanging ideas.

• Capability to identify and secure resources to achieve objectives.

• Ability to build effective working relationships with colleagues and clients.

• Flexibility in adapting priorities and deadlines in response to changing conditions and challenges.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Retirement plan options with company matching.

• Opportunities for professional development and continuing education.

• Flexible work schedules to promote work-life balance.

• Employee recognition programs and incentives.