Tax Analyst

Join our Tax Team within our Fund Administration department in the Global Operations division as a Tax Analyst. You will be responsible for reviewing US Mutual Funds, US Exchange Traded Funds and US Alternative Investments tax returns and calculating dividends to be paid from these funds.

Requirements

• Bachelors Degree in Accounting preferred (or equivalent experience)
• 2+ years of experience preferred within the asset management or financial services industry
• Certified Public Accountant preferred
• Understanding of Internal Revenue Code and Federal Tax Regulations
• Understanding of fund accounting for mutual funds, partnerships and commingled funds is a plus
• Intermediate proficiency with Excel including pivot tables, VLOOKUP, data filtering, data validation and conditionally formatting

Benefits

• Healthcare
• Retirement
• Vacation
• Wellbeing programs
• Annual performance bonus