Natixis Global Associates is looking for an experienced tax professional to fill an AVP – Fund Administrator role in its Boston office.
Natixis Global Associates is looking for an experienced tax professional to fill an AVP – Fund Administrator role in its Boston office.
Primary responsibilities include tax matters related to their mutual fund products. The position requires eight years experience with a CPA or advanced degree preferred.
Company: Natixis Global Associates
Title: AVP – Fund Administrator – TAX
Location: Boston, MA
Description: Reporting to the Deputy Treasurer, this individual will be responsible for overseeing, reviewing and completing certain department responsibilities. The focus will be on tax matters related to mutual funds.
Primary Responsibilities: Coordination and review of the department’s and vendor’s work on the following tax related items: Distribution schedule; Year end tax provisions; Fund distribution calculations; Tax related information included in the Financial statements and Form N-Q; Fund tax returns; Shareholder 1099s and related year-end shareholder reporting; Trustee and vendor 1099s; Research on the tax implications of new security types; Research on regulatory requirements and other tax matters; IRS compliance results; Communication between State Street, Tax Auditors, Marketing, Sales, and Product Departments.
Qualifications/Skills: Bachelor’s Degree in Finance or Accounting; An advanced degree or CPA is recommended, but not, required; Minimum of 8 to 10 years experience in the mutual fund industry is required, including direct tax experience and knowledge of fund administration, fund accounting and fund transfer agent functions and responsibilities; Project management experience is a must.
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