Finance Tax Manager Mutual Funds

Full time
up to $190k
new-jersey 07/11/2017   Full time up to $190k
  • This opportunity has arisen for a Finance Tax Manager, Mutual Funds to join a professional services organisation based in Princeton, NJ. You will be responsible for all tax matters for assigned retail mutual funds and related financial products.

    Key Responsibilities: 

    • Manage financial statement audit process as it relates to preparation of annual report tax disclosure and review of investment company taxable income and net capital gain calculations
    • Manage year-end distribution and shareholder tax reporting processes
    • Review asset diversification and gross income qualification tests
    • Review and assure timely filing of tax returns and extensions
    • Oversee tax services of external tax service providers
    • Develop, recommend, and implement tax reporting and accounting policies
    • Perform technical research and analysis related to domestic and foreign tax issues affecting fund qualification and compliance matters
    • Provide appropriate technical tax information as necessary to manage tax-related risk and ensure regulatory compliance with all appropriate jurisdictions

    Key Requirements: 

    • Relevant tax experience working with RICs in a major accounting or law firm, and/or industry. CPA or JD preferred
    • Proficient in the taxation of RICs, financial instruments and investment strategies
  • REF: US/RW/201300/001
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