Fund Services Tax, Officer
$65,000–$113,750 year
On-siteQuincy, Massachusetts, United States
Job Summary
Oversee vendor tax production work for US Regulated Investment Companies, ensuring timeliness and performance standards are met. Leverage internal and vendor tools to review deliverables, coordinate scheduling with clients and audit firms, and respond to inquiries from stakeholders. Keep clients informed of tax developments and manage relationships by providing timely communication and services. Requires Bachelor's degree in Accounting or Finance, 5-10 years of mutual fund tax experience, and ability to thrive in a high-pressure environment. Salary range $65,000 - $113,750 annual.
Required Qualifications
- Bachelor's degree in Accounting or Finance
- At least 5-10 years of mutual fund tax experience
- Valid driver's license
Desired Qualifications
- Strong critical thinking, problem solving, and decision making skills
- Good interpersonal skills
- Attention to detail
- Effective time management
- Highly effective communication and management skills
- Ability to thrive and function in a high pressure deadline driven environment
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