Job Description:

Tax Managers are held accountable for the accurate review and preparation of tax materials to support client servicing needs Due to the sensitivity for accurate information, all tax returns and compliance reports are reviewed by at least one or more individuals

Prepare and review complex federal, state and city income and franchise tax returns This requires taking source accounting data and ensuring necessary adjustments are processed to ensure the data is now tax compliant This requires strong use of excel, ability to create and audit take work papers

Coordinate daily operational efforts of the staff to ensure timely and accurate reporting and adherence to tax compliance laws Ability to ensure all necessary adjustments has been made

Review state and city license fee forms, compliance packages, and complex distribution analyses

Coordinate efforts with Fund Administration for the development of tax and regulatory compliance for reporting to regulatory agencies, Board of Directors, and fund officers

Act as a liaison between State Street Bank and external audit firms and regulatory agencies

Ability to answer queries on the tax work papers

Ability to justify adjustments that have been made providing appropriate supporting work papers

Understand and format information to compile audit and tax work papers and tax returns

Oversees the Tax Administrators assigned

Completes performance management functions for Tax Administrators assigned

General Profile

Receives assignments in task oriented terms and supervises subordinates to complete assignments

Interacts with others to exchange or present information Administers group and company policies

Provides immediate supervision to a group, assigning tasks and checking work at regular intervals A portion of the time is normally spent performing individual tasks related to the unit

Knowledge Expertise

Monitors projects to ensure completion on a schedule and within budget faulty decisions or recommendations, or failure to achieve results would typically result in significant expenditure of additional time, human resources, and funds

Business Unit Specific Skills

Equivalent to a BS degree in Accounting, Finance, Business or related field CPA, MST, or MBA preferred

Three or more years of experience in mutual fund tax compliance and mutual fund taxation

Knowledge of securities processing, general ledger accounting and regulatory investment company compliance for IRS and other regulatory requirements and filings

Good interpersonal, organizational and attention to detail skills

Demonstrated computer proficiency and working knowledge of off the shelf and custom office software applications

Strong excel skills and good working knowledge of macros

Working Relationships

First level of supervision to work group Human resource responsibilities are typically limited to estimating personnel needs, scheduling, and training

Profile Summary:

Employment Type : Full Time
Industry : Banking / Financial Services
Salary : Not Disclosed
Deadline : 25th Jul 2020

Key Skills:

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