Fund Tax Analyst - Securities Services

Software Guidance & Assistance, Inc., (SGA), is searching for a Fund Tax Analyst - Securities Services for a CONTRACT assignment with one of our premier Financial Services clients 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

Required Skills:

• 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

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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