Mutual Fund Tax Senior Analyst Assistant Vice President

Citi Handlowy

Boston, Massachusetts, United States
Base: $94,000.00 - $141,000.00; bonus/equity: disc...
3-6 years of relevant ric tax experience
Fund accounting and financial reporting knowledge
Experience managing operational delivery teams
The Tax AVP is responsible for managing a team within the Regulated Investment Company tax department to accomplish established goals

Job Summary

  • The Tax AVP is responsible for managing a team within the Regulated Investment Company tax department to accomplish established goals.
  • Key duties include preparing and reviewing income and excise tax provisions, annual shareholder reporting calculations, and Form 1099-DIV.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The Tax AVP is responsible for managing a team within the Regulated Investment Company tax department to accomplish established goals.

Salary

Base: $94,000.00 - $141,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • 3-6 years of relevant RIC tax experience
  • Fund accounting and financial reporting knowledge
  • Experience managing operational delivery teams
  • Knowledge of funds services and processes
  • Demonstrated leadership and management skills

Nice-to-have

  • Ability to work in a team-oriented environment
  • Clear and concise written communication skills
  • Strong verbal communication abilities
  • Process improvement initiative mindset
  • System testing evaluation experience

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3-6 years of RIC tax experience
  • Fund accounting and financial reporting expertise
  • Operational delivery management experience
  • Leadership and team management capabilities

Work Rights

Not specified

Tailored Resume

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