A top mutual fund/asset manager is looking for a tax manager to take responsibilities over many of the tax functions including Product Support (e.g. reviewing of federal and state tax returns) and Corporate Support (FIN 48 Analysis).
A top mutual fund/asset manager is looking for a tax manager to take responsibilities over many of the tax functions including Product Support (e.g. reviewing of federal and state tax returns) and Corporate Support (FIN 48 Analysis).
Qualifications include a Bachelor’s Degree in accounting, 5+ years of mutual fund taxation experience either with a , public accounting firm or a mutual fund complex and hedge fund experience is plus. The position is located in New York.
Company: Not disclosed
Title: Tax Manager
Location: New York
Responsibilities: Review fiscal year end and excise tax calculations (mutual funds, ETF’s); Review federal, state and local tax returns (mutual funds, hedge funds and ETF’s); Prepare/review year end 1099 shareholder tax reporting and supplemental tax reporting information (i.e. foreign tax credit pass through, tax exempt income by state, alternative minimum tax); Review K-1 preparation and reporting to hedge fund partners; Assist in monitoring book/tax differences such as PFICs, wash sales, straddles, contingent debt, equity/debt determination, etc.; Monitor hedge fund investments for UBTI and FIRPTA issues; Prepare/review tax schedules required for tax return preparation; Perform tax research, advice and analysis for current and potential products (i.e. swaps, publically traded partnerships, derivatives, etc), including keeping appraised of developments and industry issues; draft tax position memos as needed; Perform FIN 48 analysis; Maintain tax filing calendar; Review monthly and quarterly tax compliance, IRC diversification, income tests, etc.; Enhance/develop internal tax policies/procedures; Assist in the training and development of portfolio administration staff on tax matters; Prepare/review tax disclosures for insertion in financial statements; Review international tax filings (i.e. ETF’s in Germany); Prepare/review tax disclosures for insertion in financial statements; Address fund shareholder, separate account and hedge fund investor tax related inquiries
Qualifications: College degree in accounting and/or advanced degree in taxation is required; 5+ years of Mutual Fund taxation experience is required, either with a public accounting firm or mutual fund complex, hedge fund taxation experience a plus; Managerial experience a plus; Proficiency in Excel and Word required.
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