What are the responsibilities and job description for the Fund Tax Analyst position at Infotree Global Solutions?
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
