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Mutual Fund Tax Analyst

Primary Talent Partners
Denver, CO Contractor
POSTED ON 3/26/2025
AVAILABLE BEFORE 4/24/2025
Primary Talent Partners has a 17 month contract opening for a Fund Tax Analyst to join a multinational corporate banking client for a hybrid position operating out of Denver, CO. 

Pay: $55.00/hr - $60.00/hr
Contract: 17 months, extensions likely, conversion possible
Type: W-2, cannot support C2C or provide visa sponsorship
Hybrid: Onsite 3 days a week in Denver, CO. 

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 is required. 
  • Fund Accounting /Financial Reporting
  • Mutual Fund Tax Experience
  • Investment Background
  • Cost Basis in mutual funds
  • ROC SOP 
  • Strong interpersonal and customer service skills
  • Strong computer skills including MS Word and Excel
  • VBA experience a plus but not required
Primary Talent Partners is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at info@primarytalentpartners.com

#PTPJobs

Salary : $55 - $60

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