Tax Analyst

Job description

As a Tax Analyst , you will support the tax compliance of mutual fund products by assisting with the preparation and review of complex federal and state tax provisions and returns. Working under manager supervision, the position contributes to accurate reporting and adherence to regulatory requirements in a highly regulated environment. It offers hands‑on exposure to end‑to‑end tax processes and the opportunity to deepen expertise in investment and mutual fund taxation. Qualifications: - Prepare and review complex mutual fund tax provisions, audit workpapers, and federal, state, and foreign tax returns. - Analyze portfolio holdings and complex securities (e.g., derivatives, partnerships, REITs, PFICs) and manage related tax treatments and adjustments. - Perform earnings & profits calculations, book‑to‑tax analyses, distribution impacts, RIC qualification, and shareholder tax reporting (including 1099s). - Collaborate cross‑functionally with Treasury, Financial Reporting, Investment Operations, IT, custodians, and Portfolio Managers; support system and process improvements. - Support governance and risk management through internal controls, tax disclosures, fund merger analysis, men...