Senior Tax Accounting Associate

About the Position

We are seeking an adaptable and innovative Senior Tax Accounting Associate to join our Investment Tax team in our Global Investment Operations (GIO) business unit.

You will join a team committed to operational excellence and a shared sense of purpose in serving the organization and our clients. You will also assess and manage risk and collaborate with a variety of internal teams and external partners and vendors.

You will review tax provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs. You will also apply taxation of financial products knowledge to fund holdings. We utilize an external tax service provider and you will participate in the oversight. You will be challenged to learn and utilize technologies such as Alteryx, Power Automate and Power BI to optimize processes.

Applies working and conceptual knowledge of practices related to taxation and tax accounting. Develops and delivers tax process documentation, training content, and super user support and ensures content is delivered. Responsible for the accuracy and completion of own work.

• With minimal guidance, completes day-to-day tax activities in accordance with tax guidelines, including preparing and maintaining tax records, returns, and reports. Performs reviews to ensure tax filing compliance with the organization's policies and IRS regulations.
• Summarizes findings and collaborates with senior staff and the business units in developing plans for remediating tax reporting and filing deficiencies and oversees the remediation status/progress.
• Partners with senior tax analysts and managers to identify key performance indicators (KPIs) to monitor and manage business performance.
• Acts as the liaison between reporting vendors and lines of businesses and ensures those businesses are reporting proper tax information.
• Provides less experienced staff with direction and training sufficient to meet the needs of the Tax Compliance Program.

• Bachelor's degree AND
• 2+ years of total relevant work experience

• Expertise in regulated investment company and financial product taxation
• Experience with technology tools including advanced Excel functions, Power BI, and Alteryx
• Advanced degree such as Masters of Tax or Masters of Accounting
• CPA or actively pursuing CPA

FINRA licenses are not required and will not be supported for this role.

This role is eligible for hybrid work, with up to one day per week from home.