Investment Tax Specialist

Job Summary

A company is looking for an Investment Tax Specialist.

Key Responsibilities

• Perform investment tax liability and provision calculations and reporting
• Manage federal income tax compliance for investments, including returns and K-1s
• Conduct tax research and advise on domestic and international investment matters

Required Qualifications

• High school diploma required; BA/BS in a related field preferred
• 10-15 years of experience in investment tax or corporate tax
• Proven experience with investment tax liability and provision calculations
• Strong knowledge of federal income tax compliance for investments
• Experience optimizing investment tax data and reporting processes