Talent.com
RIC Tax Analyst
RIC Tax AnalystLincoln Financial • Broomall, PA, US
No longer accepting applications
RIC Tax Analyst

RIC Tax Analyst

Lincoln Financial • Broomall, PA, US
30+ days ago
Job type
  • Full-time
Job description

RIC Tax Analyst

We are excited to be hiring an experienced RIC Tax Analyst with investment fund tax experience to join our Corporate Tax / Mutual Fund Administration team. In this role you will support tax compliance, reporting, and disclosures for Regulated Investment Companies (RICs), while also working across broader fund structures including mutual funds, private equity, and hedge funds. Preference will be given to candidates with experience in foreign market taxation, including FBAR filings, India-specific tax compliance, and EU withholding tax reclaims.

Perform and review RIC qualification testing. including the 90% gross income test and 50% diversification test Assist in preparation / review of tax provisions, excise tax calculations, and distribution requirements Draft and review financial statement tax footnotes and disclosures in accordance with GAAP Support preparation and review of federal and state tax filings for mutual funds and ETFs Manage and review Form 1099 reporting and disclosures to investors Partner with accounting, operations, and portfolio management teams to ensure data accuracy Support analysis of foreign market investments, including PFIC reporting, FATCA / CRS considerations, and treaty implications Assist with FBAR filings, India tax compliance, and EU withholding tax reclaims Research and document tax issues under the guidance of senior staff Assist with audits and regulatory examinations related to fund tax matters

Must-haves : 3+ years of experience in investment fund taxation (mutual funds, private equity, or hedge funds) 4 year / Bachelor's degree in Accounting, Finance, or related field or equivalent work experience Strong knowledge of taxation and Generally Accepted Accounting Principles (GAAP) Knowledge of RIC tax rules, Subchapter M, and related compliance requirements Experience with financial statement tax footnotes and 1099 reporting / disclosures Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail Confident, comfortable communicator with strong written and verbal communication skills Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions Nice-to-haves : Experience with FBAR filings, India tax compliance, and EU withholding tax reclaims Familiarity with tax systems (e.g., GoSystem, OneSource)

Create a job alert for this search

Tax Analyst • Broomall, PA, US

Related jobs
Tax Manager, Registered Investment Companies (RICs)

Tax Manager, Registered Investment Companies (RICs)

Cohen & Company • Philadelphia, PA, US
Full-time
Manager, Registered Investment Company (RIC) Tax Team.Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people firs...Show more
Last updated: 30+ days ago • Promoted
Tax Manager

Tax Manager

Jobot • Bala Cynwyd, PA, US
Full-time
Join our growing CPA firm as a Tax Manager with a partner track, specializing in high-net-worth individual tax compliance!. This Jobot Job is hosted by : Eric Kee.Are you a fit? Easy Apply now by cli...Show more
Last updated: 24 days ago • Promoted
Tax Senior, Registered Investment Companies (RICs)

Tax Senior, Registered Investment Companies (RICs)

Cohen & Company • Philadelphia, PA, US
Full-time
Senior On Our Registered Investment Company (RIC) Tax Team.Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a...Show more
Last updated: 30+ days ago • Promoted
Tax Director

Tax Director

Southern New Hampshire University • Wilmington, DE, United States
Full-time
Southern New Hampshire University is a team of innovators.Individuals who believe in progress with purpose.Since 1932, our people-centered strategy has defined us - and helped us grow a team that n...Show more
Last updated: 17 days ago • Promoted
Tax Senior - Tax Strategies Team

Tax Senior - Tax Strategies Team

Kreischer Miller • Horsham, PA, US
Full-time
Experience The Kreischer Miller Difference.We've all heard the stereotypes about public accounting firms.But Kreischer Miller is a different kind of firm!. Are you looking for an opportunity to : .Pur...Show more
Last updated: 30+ days ago • Promoted
California Licensed Actuarial Analyst

California Licensed Actuarial Analyst

VirtualVocations • Newark, Delaware, United States
Full-time
A company is looking for a Senior Actuarial Analyst to analyze financial performance and lead rate development efforts.Key Responsibilities Analyze financial performance of ACA lines of business ...Show more
Last updated: 3 days ago • Promoted
Tax Digital Consulting, Senior Manager, Tax Performance Improvement / Direct Tax Automation

Tax Digital Consulting, Senior Manager, Tax Performance Improvement / Direct Tax Automation

Grant Thornton LLP • Philadelphia, PA, US
Full-time
Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show more
Last updated: 30+ days ago • Promoted
Rotational Finance Analyst (Entry Level)-ARC Rotational Program

Rotational Finance Analyst (Entry Level)-ARC Rotational Program

Airgas • Broomall, PA, US
Full-time
Rotational Finance Analyst (Entry Level)-ARC Rotational Program (Open).Location : Radnor, PA (Airgas HO) - Management.How Will You Contribute and Grow?. This position will start July 2026.The role re...Show more
Last updated: 30+ days ago • Promoted
Florida Licensed Valuations Analyst

Florida Licensed Valuations Analyst

VirtualVocations • Newark, Delaware, United States
Full-time
A company is looking for a Valuations Analyst who will be responsible for valuing prospective deals and determining a scope of work for properties acquired. Key Responsibilities Determine pricing ...Show more
Last updated: 30+ days ago • Promoted
Texas Licensed Valuations Analyst

Texas Licensed Valuations Analyst

VirtualVocations • Newark, Delaware, United States
Full-time
A company is looking for a 100% remote Valuations Analyst.Key Responsibilities Determine pricing strategies to maximize ROI for acquired properties and manage turnaround times for dispositions C...Show more
Last updated: 30+ days ago • Promoted
Tax Analyst

Tax Analyst

Chemours • Wilmington, DE, US
Full-time
As we create a colorful, capable and cleaner world through chemistry, we invite you to join our team to harness the power of chemistry to shape markets, redefine industries and improve lives for bi...Show more
Last updated: 30+ days ago • Promoted
Sr Analyst - Tax

Sr Analyst - Tax

Campbell Soup • Merchantville, NJ, US
Full-time
Since 1869, we've connected people through food they love.We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Cape Cod, Chu...Show more
Last updated: 30+ days ago • Promoted
Sales & Use Tax Analyst

Sales & Use Tax Analyst

Asplundh Tree Expert • Willow Grove, PA, US
Full-time
Benefits Available and vary per position and location.Are you a real go-getter looking for an amazing opportunity with a nationwide full-service-utility contractor offering competitive wages and in...Show more
Last updated: 4 days ago
Tax Specialist

Tax Specialist

Essity • Philadelphia, PA, US
Full-time
Essity is a global leader in health and hygiene with our corporate headquarters in Stockholm, Sweden, and North American headquarters in Philadelphia, PA. We are a multi-billion-dollar company that ...Show more
Last updated: 30+ days ago • Promoted
Tax Supervisor

Tax Supervisor

CBIZ • Philadelphia, PA, US
Full-time
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show more
Last updated: 30+ days ago • Promoted
Senior Tax Analyst- Sales & Use Tax

Senior Tax Analyst- Sales & Use Tax

Global Tax Management • Wayne, PA, US
Full-time
Quick Apply
Are you looking to join a growing, people-focused firm that invests in your professional development and long-term career growth?. If so, we invite you to apply!.We are currently seeking a Senior Ta...Show more
Last updated: 30+ days ago
Tax Director - Financial Services State and Local Tax (SALT)

Tax Director - Financial Services State and Local Tax (SALT)

EisnerAmper • Philadelphia, PA, United States
Full-time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
Last updated: 8 days ago • Promoted
Global Tax Manager

Global Tax Manager

Edmund Optics • Barrington, New Jersey, United States
Full-time
The Global Tax Manager will oversee the company's global tax planning, compliance, and risk management strategies, with a focus on supporting global manufacturing operations.This role requires deep...Show more
Last updated: 16 days ago • Promoted
Texas Licensed Business Insights Analyst

Texas Licensed Business Insights Analyst

VirtualVocations • Newark, Delaware, United States
Full-time
A company is looking for a Licensing Business Insights Analyst (Remote).Key Responsibilities Collaborate with project teams and business units to achieve project goals and manage the agent lifecy...Show more
Last updated: 2 days ago • Promoted
Tax Sr Consultant

Tax Sr Consultant

Kyyba • Wilmington, DE, US
Full-time
Job Description Qualifications : Performs complex tax research and analysis.Provides strategic tax planning.Interprets laws and develops tax policies & procedures to optimize Client tax position.Pro...Show more
Last updated: 30+ days ago • Promoted