"Alerted.org

Job Title: Mutual Fund Tax Analyst

Duration: 17 Months

Responsibilities:

+ Perform technical tax analyses in the highly specialized areas of regulated investment companies (Subchapter M) and investment partnerships

+ Prepare tax provisions, ASC 740 documentation, and financial statement tax disclosures

+ Prepare and/or review the calculation of fund distributions in accordance with excise tax requirements

+ Interact with external auditors

+ Update department training materials

+ Assist in establishing department policies, procedures and timelines

+ Make recommendations for improvements to department processes and procedures

+ Complete department tracking and reporting

+ Additional duties as requested or assigned

Minimum Required Qualifications

+ Bachelor’s Degree in Accounting/Finance or equivalent

+ One to three years of experience in mutual fund tax

+ Strong knowledge of mutual fund industry and mutual fund tax and accounting

+ Strong interpersonal and customer service skills

+ Strong attention to detail and accuracy

+ Strong organizational skills with the ability to prioritize multiple projects

+ Strong verbal and written communication skills

+ Strong computer skills including MS Word and Excel

+ VBA experience a plus but not required

Additional Comments:

+ Experience required

+ Fund Accounting /Financial Reporting

+ Mutual Fund Tax Experience

+ Investment Background

+ Cost Basis in mutual funds

+ ROC SOP

+ 1 to 3 years’ experience required

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.