Mutual Fund Tax Accountant

Job Title : Mutual Fund Tax Accountant (Hybrid)

Location : Chesterbrook, PA

Responsibilities :

• Perform technical tax analyses in the highly specialized areas of regulated investment companies (Sub chapter M) and investment partnerships.
• Prepare tax provisions, ASC 740 documentation, and financial statement tax disclosures.
• Prepare and / or review the calculation of fund distributions in accordance with excise tax requirements.
• Interact with external auditors.
• Update department training materials.
• Assist in establishing department policies, procedures and timelines.
• Make recommendations for improvements to department processes and procedures.
• Complete department tracking and reporting.
• Additional duties as requested or assigned.

Minimum Required Qualifications :