Tax Administrator II

Responsible for performing mutual fund regulatory and tax reporting functions, the full-time Tax Administrator II will prepare tax work papers, ensure compliance with tax laws, and manage audit administration in a virtual environment. Key responsibilities Prepares estimated year-end income and capital gain distributions, including Subchapter M and Excise tax provision work papers Researches federal and state tax laws to ensure compliance and participates in tax reporting efforts for regulatory agencies Gathers information for external audits and responds to requests from regulatory agencies and auditors Required qualifications Bachelor's degree in business administration, tax, accounting, finance, or a related field 2-3 years of experience with taxation and administration of mutual funds Knowledge of tax laws and procedures applicable to investment companies Proficiency in Microsoft Office Suite and Adobe Acrobat Equivalent education and experience will be considered