What are the responsibilities and job description for the Fund Tax Analyst (Max $70/hr W2) position at Lenmar Consulting Inc.?
Company Description
Finance
Job Description
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 Information
All your information will be kept confidential according to EEO guidelines.
Salary : $70
