Tax Manager
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Bay Shore Staffing
Contract
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Compliance, Financial Reporting, Tax Manager, Accounting & Finance -
Accounting
Financial Compliance, Financial Reporting, Tax Manager, Accounting & Finance
Job Description & How to Apply Below
Boston, MA | Hybrid (3 days in office, 1 day remote)
Approximately 36 hours per week
A premier Boston-based financial services firm is seeking an experienced Contract Tax Manager to join its Fund Administration team. This is an excellent opportunity for a seasoned investment management tax professional to support tax oversight and compliance for a portfolio of mutual funds and ETFs during a critical reporting period.
Responsibilities- Review and oversee mutual fund (RIC) income tax and excise tax provisions and supporting work papers
- Review federal and state tax returns and supporting documentation
- Oversee year-end 1099 reporting and ensure compliance with IRS regulations
- Monitor compliance with Subchapter M and regulated investment company (RIC) requirements
- Review distribution calculations and tax estimates supporting shareholder reporting
- Partner with fund accountants, custodians, auditors, and external tax providers to ensure accurate and timely deliverables
- Support tax-related financial reporting and regulatory disclosures
- Research and interpret tax regulations affecting investment funds
- Assist with tax matters related to fund launches, mergers, liquidations, and other fund events
- 10+ years of experience in mutual fund (RIC) and/or ETF taxation
- Strong knowledge of Subchapter M and regulated investment company tax rules
- Experience reviewing tax provisions, tax returns, 1099 reporting, and distribution calculations
- Investment management, fund administration, or investment company tax experience
- Ability to work independently in a fast-paced, deadline-driven environment
- Excellent communication and collaboration skills
- CPA or public accounting background
- Experience supporting mutual funds, ETFs, or other investment companies
- Familiarity with fund administrators, custodians, and auditors
- Experience with complex securities and investment products
- Join a highly respected Boston financial services organization
- Opportunity to work on sophisticated mutual fund and ETF tax matters
- Collaborative team environment
- Competitive contract opportunity from October 2026 through March 2027
If you have a strong background in mutual fund taxation, RIC compliance, Subchapter M, 1099 reporting, and investment company tax, we'd love to hear from you.
Apply today for confidential consideration.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×