**Job Title**
Tax Manager - Mutual Funds
**Job Responsibilities**
As a Tax Manager specializing in mutual funds, you will leverage your expertise in accounting and taxation to provide comprehensive tax compliance and consulting services to Investment Management clients. Your responsibilities will include:
- Managing day-to-day account operations by delivering tax consulting services to clients and involving specialists when necessary.
- Conducting high-level tax research and working on regulated investment company (RIC) tax work papers, financial statement provisions, related tax disclosures, federal and state returns, excise calculations, and RIC compliance tests.
- Motivating, mentoring, supervising, and training new and experienced-level Tax Consultants and Tax Seniors.
- Assuming lead client contact roles on engagements and participating in sales and marketing activities.
- Attending required training sessions and facilitating at least one engagement-specific training and one national training annually.
**Education and Experience Information**
- A minimum of 5+ years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns.
- A Bachelor's degree in accounting, finance, or another business-related field is required.
- Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies.
- Demonstrated basic understanding of Subchapter K and investment partnership taxation.
- Ability to travel up to 25%, on average, based on the work and clients served.
**Certifications and Licenses**
Candidates must have one of the following active accreditations:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible, candidates can be a Licensed Attorney or an Enrolled Agent.
- Additional certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also recognized.
**Preferred Qualifications**
- An advanced degree such as a Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4 or large CPA firm.
- Knowledge of fund accounting and general ledger accounting.
- Strong verbal and written communication skills.
**Salary Information**
The wage range for this role takes into account various factors including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The current estimated range is $93,660 to $213,200. It is noted that it is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case.
Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, which depends on various factors including individual and organizational performance.
**Legal and Equal Employment Opportunity Information**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.
**Additional Information**
The position requires the ability to perform job responsibilities within a hybrid work model, which requires US Tax professionals to co-locate in person 2-3 days per week.
**Company Culture and Benefits**
Company values its people and offers a broad range of benefits. The organization promotes an inclusive culture that empowers individuals to contribute their unique perspectives and make a meaningful impact. Professional development is encouraged through opportunities to build new skills, take on leadership roles, and engage in mentorship.
Company's purpose is to make an impact that matters for its people, clients, and communities, and this purpose is reflected in its daily work and commitments.
