Tax Administrator I
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Job Description
Tax Administrator I preparing mutual fund tax work papers, distributions, and regulatory filings for Ultimus Fund Solutions. Supporting audits and compliance with federal and state tax requirements.
Responsibilities:
- Perform mutual fund regulatory and tax reporting functions to support client fund objectives
- Prepare estimated year-end income and capital gain distributions
- Prepare Subchapter M and Excise tax provision work papers
- Calculate fund distribution requirements for 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 general ledger accounts to roll forward tax accounts and identify items requiring different tax treatment from book
- Research and analyze federal and state tax laws, regulations, and regulatory or court rulings for presentation to managers
- Participate with the financial administration department in developing tax and regulatory compliance reporting for regulatory agencies, board of directors, and financial officers
- Maintain current knowledge of IRS tax law requirements
- Gather information for external audit firms, regulatory agencies, IRS requests, and formal or informal audits
- Coordinate with the financial administration department regarding tax implications of investment activities
- Contact regulatory agencies and audit firms regarding general information, issue resolution, and reporting requirement inquiries
- Perform other duties as required and assigned
Requirements:
- Bachelor’s degree in business administration, tax, accounting, finance, or related field
- 0–2 years of experience with taxation and 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
- Creative and critical thinking skills for troubleshooting
- Multitasking, analytical, and organizational skills
- Strategic, meticulous, quality-focused, efficient, and effective approach
- Personal integrity, responsibility, and accountability
- Ability to use time and information resources effectively with associates
- Problem-solving and decision-making abilities
- Clear and concise written and oral communication
- Active listening and open exchange of ideas and information
- Ability to identify, arrange for, and obtain resources to accomplish goals
- Ability to establish and develop effective working relationships with associates and clientele
- Ability to adapt priorities and deadlines to changing conditions and unexpected obstacles while ensuring completion
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