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Tax Compliance Specialist


  • Globa Channel Management, Inc.
  • 01/30/19
  • Boston, MA
  • 02199
  • 59 / Hourly
  • Full-Time
Tax Compliance Specialist needs 5-8 years of Financial Services/Fund Industry experience

Tax Compliance Specialist requires:

Big 4 experience
Specific knowledge of 40 Act Funds (Mutual Funds)/ Registered Investment Companies (RICs)
Experience with investment partnerships, tax allocations and worksheets.
Education/Licenses preferred: Masters in Tax, CPA, or EA
experience in Mutual Funds, should have worked with BIG4 firm in the past
Masters in Tax or CPA or EA (IRS Certification)
Tax Analysis and straddle analysis
Corporate Tax environment
Investment partnership, Security market

Tax Compliance Specialist duties:

Preparation/Review of tax information/tax character factors
Review of Financial Statements and tax disclosure
Preparation/first level review of Fiscal and or Excise workpapers.
Interim Reporting (fiscal and excise)
Review of distribution calculations
Analytics: PFIC. REIT/ROC, Equalization, 1256/straddle analysis( standard tax analysis/M-1 adjustments)
Disclosure information " FTC/FSI, QDI,DRD,
Excise true up calculations
Review of tax returns (1120RICS/1065s)
Review of Partnership work-papers (book/tax allocations, partner capital accounts, qdi/drd)


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