You will review tax provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs
Job Summary
You will review tax provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs.
You will be challenged to learn and utilize technologies such as Alteryx, Power Automate and Power BI to optimize processes.
Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Matching Summary
You will review tax provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs.
Salary
Base: $69,500.00 - $148,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, PTO
Skills & Requirements
Must-have
Tax provisions review
Distribution calculations
Shareholder tax reporting
Tax compliance for mutual funds and ETFs
Taxation of financial products knowledge
Process optimization with technology
Nice-to-have
Adaptable and innovative
Operational excellence
Collaborative culture
Spirit of generosity
Grow and make a difference
Key Requirements
Bachelor's degree
2+ years of total relevant work experience
Expertise in regulated investment company taxation