The Role
As a Fund Tax Analyst, you will perform technical tax analyses for regulated investment companies, prepare tax provisions, and interact with external auditors. You'll ensure compliance with tax requirements, assist in establishing department policies, and recommend process improvements.
Summary Generated by Built In
Company Description
Finance
Job Description
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
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
Additional Information
All your information will be kept confidential according to EEO guidelines.
Top Skills
VBA
The Company
What We Do
Lenmar Consulting Inc is an Information Technology and Services company located in 185 Hudson Street, S#1440, Jersey City, NJ 07302.
