Senior Tax Administrator

Job Summary

To ensure mutual fund regulatory and tax reporting objectives are met, the full-time Senior Tax Administrator will perform tax preparation, compliance, and audit administration tasks while training and supervising associates in a virtual environment.

Key Responsibilities

• Prepares and reviews year-end income and capital gain distributions, Subchapter M and Excise tax provision work papers, and tax work papers for mutual funds
• Researches federal and state tax laws to ensure compliance and coordinates with financial administration for reporting to regulatory agencies
• Acts as a mentor to associates, providing guidance and support in their development and resolving issues as a second level escalation point

Required Qualifications

• Bachelor's degree in business administration, tax, accounting, finance, or a related field
• 3-5 years of experience in mutual fund taxation and fund administration
• Knowledge of tax laws and procedures applicable to investment companies
• Proficiency in Microsoft Office Suite and Adobe Acrobat
• Equivalent education and experience will be considered