The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters
Job Summary
The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters.
Responsibilities include serving as a subject matter expert, supporting portfolio management for tax-loss harvesting, analyzing tax impacts, ensuring corporate actions are booked, and managing key portfolio management information delivery.
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Matching Summary
The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters.
Skills & Requirements
Must-have
US ETFs and Mutual Funds tax
International tax matters
ETF share class tax implications
Tax-loss harvesting techniques
Corporate action booking
Tax reporting and compliance review
Nice-to-have
Process improvement and automation
Collaboration with internal departments
Adaptability to regulatory changes
Proactive problem-solving
Mentoring and training team members
Key Requirements
Bachelor's Degree in Finance, Accounting, or Tax
3-5 years of experience in Investment Management
ETF experience desired
CPA or CPA Candidate preferred
Working knowledge of US investment structures (1940 Act products)
Strong grasp of ETF tax efficiency
Understanding of multi-class implications
Strong understanding of securities transaction tax treatments