Senior Manager, Fund Financial & Tax Reporting

What you’d do

Reviews workpapers for regulated investment companies, including tax provisions, financial statement disclosures, compliance tests, distribution calculations, and 1120-RIC and Form 8613 returns. Also mentors staff on securities taxation and derivatives and works with IT teams on system enhancements. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's in accounting, finance, or business-related field
• 7+ years in mutual fund tax operations or related tax specialty
• CPA or MST desired
• Knowledge of Subchapter M and RIC book-tax differences
• Broad knowledge of accounting and tax principles