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Mutual Fund Tax Analyst

Job in Hauppauge, Suffolk County, New York, 11788, USA
Listing for: Ultimus Fund Solutions
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Compliance, Accounting & Finance
  • Accounting
    Financial Analyst, Financial Reporting, Financial Compliance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Mutual Fund Tax Analyst I

Ultimus Fund Solutions is seeking a Tax Administrator I to perform mutual fund regulatory and tax reporting tasks, ensuring client fund objectives are met. The role supports the tax team with preparation and analysis of tax provisions, reporting, and compliance.

Ideal candidates have a Bachelor’s degree in business, tax, accounting, or finance, and 0–2 years of tax experience with funds. Strong analytical and problem-solving skills are essential.

We are currently recruiting a Mutual Fund Tax Analyst I for our team in Hauppauge, NY, United States.

We appreciate your interest in this position.

Join Ultimus Fund Solutions and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Mutual Fund Tax Analyst I role at Ultimus Fund Solutions, based in Hauppauge, NY, United States.

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