Senior Tax Accountant

Overview

Harbor Capital Advisors is seeking an experienced Tax Accountant to join its collaborative Tax and Corporate Accounting & Finance teams. This role focuses on asset management tax compliance, reporting, and planning across corporate and fund tax matters, including regulated investment company tax compliance and related financial reporting support.

• Review federal corporate and fund tax filings, including Forms 1120 and 1120‑RIC, and related supporting schedules.
• Assist with state and local tax compliance, including apportionment, estimated payments, extensions, notices, and related filings.
• Support tax reclaim and treaty relief filings, coordinating documentation, provider follow‑up, and status tracking.
• Assist with 81‑100 group trust and collective investment trust compliance and reporting requirements.
• Maintain tax calendars, documentation, work papers, and review evidence to support timely and accurate filings.
• Prepare and/or review corporate and fund tax provisions, related schedules, and supporting analyses.
• Prepare and/or review regulated investment company (RIC) qualification tests.
• Assist with financial statement tax disclosures and other tax‑related reporting deliverables such as ASC 740 documentation.
• Support mutual fund/ETF periodic distributions and related shareholder tax reporting.
• Collaborate with Accounting, Fund Administration, Legal, Compliance, and external auditors on tax reporting matters.
• Assist with tax controversy matters, including notices, inquiries, audits, and documentation requests.
• Coordinate with service providers to manage deliverables, review work product, and resolve open items.
• Monitor relevant developments in asset management, RIC, corporate, state, and foreign tax matters.
• Participate in tax automation projects designed to improve efficiency, controls, and repeatability in tax and accounting processes.
• Use data analysis skills to validate tax data, reconcile outputs, identify anomalies, and summarize findings for stakeholders.
• Document procedures and contribute to scalable workflows, dashboards, reports, and workpaper improvements.

• Bachelor's degree in accounting, finance, taxation, or a related field.
• CPA license or CPA eligible status required.
• Approximately 3-6 years of relevant tax accounting experience.
• Experience reviewing and/or preparing tax returns and related tax work papers.
• Working knowledge of corporate tax compliance, state tax compliance, tax provisions, and financial statement tax reporting.
• Strong Excel skills and comfort working with large data sets.

• High attention to detail and quality of deliverables.
• Strong analytical, research, and problem‑solving skills.
• Ability to manage multiple deadlines in a fast‑paced, deadline‑oriented environment.
• Excellent written and oral communication skills.
• Strong organizational skills and ability to maintain clear work papers and documentation.
• Ability to work independently and as part of a collaborative team.
• Professional judgment, intellectual curiosity, and willingness to learn new concepts, systems, and processes.
• Proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and Microsoft Teams.

Pay Range: $90,000 - $110,000. This position is a hybrid opportunity based in our Chicago office.