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This is the entry-level professional position in the Tax Department. Individuals perform mutual fund tax calculations and reporting functions in a manner that ensures fund objectives. This is an entry, training level position. Individuals are learning about all aspects of tax administration. Work is routinely reviewed by an immediate manager.
Prepare simple federal, state and city income and franchise tax returns for mutual fund clients.
This requires strong excel skills and willingness to learn what tax adjustments need to be applied to accounting data.
Understand the Fund Accounting System to compile audit and tax work papers and returns.
In addition to preparing the actual calculations, reconciliations will need to be performed.
The candidate should have knowledge of financial instruments and the type of income, expenses and revenue that arises from trading in these instruments.
Establish knowledge of IRS tax laws
Review IRS compliance packages prepared by Fund Administration.
Demonstrates competencies in own area and in general business principles; may still be acquiring higher skill level
Works on practical tasks to established procedures
Typically works with moderate guidance, accountable for individual results and impact on work group
Business Unit Specific Skills
Equivalent to a B.S. degree in Accounting, Finance, Business or related field..
Good attention to detail and time management skills.
Demonstrated computer proficiency
Client & Business Orientation
Interprets client needs and works to meet those needs, offering assistance and advice on standard practical issues; may call on others for help in situations outside own area of knowledge
Understands the key business practices relating to own area; uses this knowledge to focus and improve own work
Identifies the problem and all relevant issues in straightforward situations; generates possible solutions, assesses each using standard procedures and makes a sound decision
Strong written and verbal communications skills
Ability to escalate on a timely basis.
Ability to understand complex concepts.
Probes and listens carefully, presents information clearly and in appropriate style, makes technical information clear, persuades others in straightforward situations
Contributes actively in team activities, sharing experience and ideas
Builds useful working relationships outside own area