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Client, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Client provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Client's Mission and Value Proposition explains what we do and Client Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Client. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Client has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
•Review of mutual fund/regulated investment company (RIC) annual tax provision packages inclusive of financial statement tax disclosure item, required annual distributions and documentation of compliance with RIC qualification requirements.
•Review required RIC sub-chapter M and RIC excise tax distributions.
•Review calculation of periodic estimates of distributions required under tax law.
•Review calculation of annual tax information reporting (Form 1099, etc.) tax character factors.
•Research tax and accounting issues associates with investments, investment structures and investor tax information reporting.
•Review U.S. and state tax returns for RICs and associated entities.
•Own and manage the implementation plans for new business, client projects and system enhancements.
•Develop direct reports via 1:1 and skip level meeting. Ensure all associates are receiving regular feedback and metrics to improve performance.
•Participate in client presentations
•Bachelor degree in accounting, business, finance, or other related field
•CPA, MST or LLM is a plus
•8 -12 years of accounting or tax experience, preferably related to taxation of securities and investment entities
•Leadership experience within a business environment.
•Ability to interact with credibility and impact at senior levels internally and with our counterparties
•Extensive experience in the securities and fund services industry
•Strong analytical skills and attention to detail
•Ability to meet and manage multiple deadlines and work under pressure
•Solid communication skills
•Advanced spreadsheet skills
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