Tax Management Associate

Job Summary

Supporting day-to-day tax operations and reporting for exchange-traded funds, the full-time Tax Management Associate will assist in overseeing tax administration services and collaborate with the Fund Administration team on various tax-related tasks in a remote environment.

Key responsibilities

• Assisting in the oversight of Tax Administration Services and contributing to the growth of tax services
• Preparing income and excise tax returns, including ROCSOP and shareholder reports
• Calculating and monitoring book-to-tax differences and preparing fiscal year-end tax provisions

Required qualifications

• Bachelor's degree in accounting or finance, or equivalent work experience
• Two to four years of related work experience
• Knowledge of mutual fund industry tax laws and regulations
• Specific experience with exchange-traded funds strongly preferred
• Ability to work in a fast-paced, team-oriented environment