Responsibilities:

• Manage Annual Report tax disclosure and tax provision production process for 100+ funds.
• Perform tax research on existing and new investment vehicles or new investments as needed.
• Assist in internal control documentation and maintenance of documentation of tax legal positions (FIN 48).
• Assist in ETF and Fund monthly, quarterly, semi-annual, and annual distribution process
• Ensure that all ETF/mutual fund tax qualification requirements are met.
• Manage or assist in tax projects as needed.
• Assist in calendar year tax reporting for fund shareholders and intermediaries.

Requirements:

• BSc in Accountancy Tax LL.M, MSc in Taxation, or CPA a plus
• Must have 5+ years RIC Tax experience
• Solid knowledge of Fund / RIC Taxation and securities law
• Prior experience with interfacing with specialist industry trade groups (ex: ICI)
• Strong tax research and writing skills required.
• Excellent Interpersonal skills

For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com

Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com

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