Tax Administrator I

Job Summary

To support mutual fund regulatory and tax reporting functions, the full-time salaried Tax Administrator I will prepare tax work papers, ensure compliance with tax laws, and assist with audit administration in a virtual environment.

Key Responsibilities

• Prepares estimated year-end income and capital gain distributions, along with Subchapter M and Excise tax provision work papers
• Researches federal and state tax laws to ensure compliance and assists in the development of tax reporting for regulatory agencies
• Gathers information for responses to external audit firms and regulatory agencies during audits

Required Qualifications

• Bachelor's degree in business administration, tax, accounting, finance, or a related field
• 0-2 years of experience with taxation and administration of mutual funds
• 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