Tax Administrator II

Job Summary

Responsible for performing mutual fund regulatory and tax reporting functions, the full-time Tax Administrator II will prepare tax work papers, ensure compliance with tax laws, and manage audit administration in a virtual environment.

Key responsibilities

• Prepares estimated year-end income and capital gain distributions, including Subchapter M and Excise tax provision work papers
• Researches federal and state tax laws to ensure compliance and participates in tax reporting efforts for regulatory agencies
• Gathers information for external audits and responds to requests from regulatory agencies and auditors

Required qualifications

• Bachelor's degree in business administration, tax, accounting, finance, or a related field
• 2-3 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