Associate Director

Preferred Experience:

- Mutual Fund Tax Experience and Knowledge

- Experience & Knowledge of Accounting Policies, Practices and Procedures

- Experience with process improvements

- Leadership and/or management experience

- MS Office Word, Excel, Alteryx, Adobe

Tax Management:

- Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.

Key Responsibilities and Duties:

- Monitoring appropriate federal, state and local tax regulations and obligations.

- Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.

- Working with business units to keep them informed about tax implications of their operation.

- Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.

- Apply specialized knowledge of mutual fund taxation to review compliance work and engage in other products.

- Identify areas to improve quality, timeliness, and/or efficiency and present findings and recommendations to senior management.

- Possess knowledge of accounting policies, practices, and procedures and ensure they are followed by the team.

- Gain exposure to other products of the business, such as international tax, BDCs, UCITs, and Luxembourg funds.

- Identify and research new tax regulations, standards, procedures, and processes and make recommendations to senior management to implement and execute changes