VP of Tax Management

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Direct the daily operations of the tax team, assigning tasks, reviewing work, coaching team members, and enhancing capacity as the ETF platform expands.

• Supervise the preparation and review of federal income tax returns (Form 1120-RIC), excise tax returns (Form 8613), extensions, and related workpapers.

• Manage filing deadlines and address review comments effectively.

• Analyze fiscal year-end tax provisions, book-to-tax differences, tax character adjustments, ROCSOP evaluations, and financial statement tax disclosures.

• Collaborate with fund auditors.

• Oversee excise calculations, estimates for dividend and capital gain distributions, and tax reallocation data utilized for shareholder reports.

• Provide guidance on quarterly Subchapter M diversification and gross-income testing.

• Partner with Fund Administration, portfolio teams, and other stakeholders to tackle potential compliance challenges.

• Act as a senior contact for client tax inquiries and engage in discussions with prospective clients as necessary.

• Enhance review controls, procedures, technology, and training to ensure tax services remain precise and scalable.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, or a related discipline, or equivalent relevant experience.

• A minimum of seven years of experience in investment company or fund tax.

• Significant hands-on experience with RIC tax returns, excise taxes, distributions, and Subchapter M compliance.

• Proven experience in reviewing complex tax work and mentoring or supervising tax professionals.

• Capability to research technical issues, apply sound judgment, and communicate findings to clients, auditors, and cross-functional teams.

• Excellent organizational and project management abilities, with the capacity to manage competing deadlines across various funds.

• Preferred: Direct experience with ETF tax operations, including in-kind creations and redemptions, along with the tax treatment of complex investments.

• Preferred: CPA or a master’s degree in taxation.

• Preferred: Experience in enhancing tax processes, controls, and systems within a growing fund administration context.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance plans.

• Retirement savings plan with company match.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements to promote work-life balance.