Job Title: Tax Manager - Mutual Funds
Job Responsibilities:
As a Tax Manager specializing in Mutual Funds within the department of Tax Services Business Tax, you will play a key role in providing tax compliance and consulting services to Investment Management clients. Your responsibilities will include:
- Conducting day-to-day management of accounts by delivering tax consulting services to clients and bringing in specialists when necessary.
- Performing high-level tax research and working on regulated investment company (RIC) tax work papers, financial statement provisions, related tax disclosures, federal and relevant state returns, excise calculations, and RIC compliance tests.
- Motivating, mentoring, supervising, and training new and experienced-level Tax Consultants and Tax Seniors.
- Taking on lead client contact roles on engagements.
- Being involved in sales and marketing activities.
- Attending required training and facilitating at least one engagement-specific training and one national training per year.
Education and Experience Information:
Required:
- Bachelor's degree in accounting, finance, or other business-related field.
- 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- 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 you do and the clients and industries/sectors you serve.
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
Preferred:
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous Big 4 or large CPA firm experience.
- 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 the wide range of factors that are considered in making compensation decisions, including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $93,660 to $213,200.
Additional Information:
- You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Company Culture and Benefits:
- The company values its people and offers a broad range of benefits.
- The inclusive culture empowers employees to contribute their unique perspectives and make a difference individually and collectively.
- The company's purpose is to make an impact that matters for its people, clients, and communities.
- Professional development opportunities are available to build new skills, take on leadership opportunities, and connect and grow through mentorship.
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.
