| Location: |
NJ-Other Boston, MA
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
80,000 - 80,000 |
| Total Compensation: |
100,000 - 100,000 |
| Job Description: |
This job can be located in NYC, Jersey City or Boston.
Position Summary
The Tax Supervisor is responsible for reviewing and overseeing maintenance of written procedures and policies with respect to the deliverables of such group. Specific responsibilities include: review of federal, state and local tax returns, overseeing development and maintenance of tax compliance calendars for distributions, tax returns and all other tax deliverables. In addition, the Tax Supervisor will assist the Tax Manager, clients and the firm with all matters related to tax.
Responsibilities Include
Ensure timely preparation and review of all tax returns, including coordination of review by client's public accounting firm.
Review fiscal year end and excise tax provisions, including review of such with client's public accounting firm. Work in conjunction with Tax Manager, client personnel and outside accounting firms to timely identify and resolve tax related issues.
Assist Financial Reporting area with tax related items disclosed in financial statements, including review of such items by client's public accounting firm.
Review dividend calculations on a periodic basis to assist with interim dividend declarations, as required by Prospectus or requested by clients.
Assist clients with year end shareholder reporting, including review of Forms 1099, calculations of QDI, DRD, FTC, specific state reporting requirements and any other items as requested by clients.
Overseeing compilation and maintenance of potential PFIC lists requiring additional research to be undertaken by clients.
Update and oversee maintenance of "Best Practices" with respect to tax accounting, including predominant industry positions with respect to such. Where acceptable under GAAP, coordinate this effort with the Tax Manager and Fund Accounting to ensure that book/tax differences are kept to a minimum.
Assist the Tax Manager with the development of increasingly automated procedures, including coordination with systems personnel.
Oversee development and maintenance of tax deliverable calendar for Tax Manager and clients, including tracking of tax return due dates.
Consult with Tax Manager and clients on a variety of tax related issues inside and outside of the mutual fund environment, including knowledge of partnership tax accounting.
Familiarity with financial services industry as a whole in order to assist Tax Manager and clients with new investment vehicle planning, including the tax, structural and operational issues relevant to such vehicles.
Support the Tax Manager, Fund Accounting, Relationship Management, Legal and Corporate Action departments with research and guidance on tax related questions.
Assist Tax Manager and Corporate Action department with monitoring of specific actions having tax ramifications on clients, including reorganizations, mergers and privatizations in an international and domestic trading environment.
Maintain a program of professional self-development to enhance and further develop technical knowledge and supervisory/managerial skills.
Provide internal training to Fund Accounting department and any other staff, as requested.
Provide personalized tax and financial services industry training to clients, as requested.
Update Tax Manager with respect to all timetables and tax deliverables, including communication of matters relevant to other departments within the firm.
Perform research and providing analyses on special projects as directed by the Tax Manager and clients.
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| Education and Certifications/Licenses: |
Bachelors, None, None |
| Mandatory Minimum Qualifications: |
Requirements
? BS/BA Degree
? Minimum of 4-5 years mutual fund tax experience in a public accounting environment, or in private practice.
? Highly organized, detail oriented, self-motivated, capable of monitoring and completing a variety of projects simultaneously; ability to keep abreast of regulatory changes effecting funds.
? Excellent oral and written communication, including strong interpersonal skills.
? Possesses ability to work in a potentially high pressure, client-driven environment.
? Must have experience with RIC and/ or Partnership Tax
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| Preferred Qualifications: |
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| Benefits: |
Excellent benefits package
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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