Senior Tax Administrator
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Job Description
Senior Tax Administrator managing mutual fund tax preparation, regulatory compliance, and audit support for Ultimus Fund Solutions. Training associates and reviewing tax work for investment company clients.
Responsibilities:
- Prepare and review estimated year-end income and capital gain distributions
- Prepare and review Subchapter M and Excise tax provision work papers
- Calculate fund distribution requirements to satisfy income and excise requirements
- Prepare tax work papers and distribution analyses for mutual funds
- Determine fund tax status of investments and identify book and tax differences
- Analyze complex general ledger accounts to roll forward tax accounts and identify items requiring different tax treatment from book treatment
- Train fund administration team on department workflow processes
- Perform limited preliminary product reviews to ensure adherence to department guidelines
- Research and analyze federal and state tax laws, regulations, and regulatory rulings or decisions
- Coordinate with financial administration on tax and regulatory compliance reporting
- Maintain current knowledge of IRS tax law requirements
- Gather information for IRS and auditor requests during audits
- Act as a second-level escalation point and resolve issues where appropriate
- Mentor associates through instruction, coaching, on-the-job experiences, and advising
- Provide daily guidance to tax associates and Tax Administrator I staff
- Collaborate with financial administration regarding tax implications of investment activities
- Communicate with regulatory agencies and audit firms regarding information, issue resolution, inquiries, and reporting requirements
- Perform other duties as assigned
Requirements:
- Bachelor’s degree in business administration, tax, accounting, finance, or related field
- 3-5 years of experience with mutual fund taxation and fund administration of mutual funds
- Equivalent education and experience will be considered
- Knowledge of tax laws and procedures applicable to investment companies
- Microsoft Office Suite proficiency
- Adobe Acrobat proficiency
- Multitasking, analytical, and organizational skills
- Strategic, meticulous, initiative-taking approach with commitment to quality, efficiency, and effectiveness
- Ability to plan and delegate work
- Ability to troubleshoot issues using creative and critical thinking
- Clear and concise written and oral communication skills
- Ability to establish and develop effective working relationships
- Ability to adapt priorities and deadlines to changing conditions
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