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About the Role
The Tax Administrator I is responsible for performing mutual fund regulatory and tax reporting functions to ensure fund objectives are met for Ultimus Fund Solutions clients.
Responsibilities
- Prepares estimated year-end income and capital gain distributions.
- Prepares Subchapter M and Excise tax provision work papers.
- Calculates fund distribution requirements to satisfy both income and excise requirements.
- Prepares tax work papers and distribution analyses for mutual funds.
- Determines the fund tax status of investments and identifies book and tax differences.
- Analyzes simple general ledger accounts to provide roll-forward of tax accounts and identify items of income and expense requiring different tax treatment than book.
- Researches and analyzes federal and state tax laws, regulations, and rulings to present to managers.
- Participates in efforts with the financial administration department for the development of tax and regulatory compliance for reporting.
- Maintains current knowledge of IRS tax law requirements.
- Gathers information needed to respond to requests from external audit firms and regulatory agencies.
- Gathers information needed to respond to IRS and auditor requests in connection with formal or informal audits.
- Performs other duties as required and assigned.
Requirements
- Bachelor’s degree in business administration, tax, accounting, finance, or related field.
- 0-2 years of experience with taxation and administration of mutual funds.
- Equivalent education and experience will be considered.
Skills
- Tax laws and procedures applicable to investment companies.
- Microsoft Office Suite.
- Adobe Acrobat.
- Troubleshooting issues utilizing creative and critical thinking skills.
- Multitasking, analytical, and organizational skills.
- Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
- Demonstrates personal integrity, responsibility, and accountability.
- Effectively uses resources such as time and information in conjunction with associates.
- Participates in solving problems and making decisions.
- Presents and expresses ideas and information, written and oral, clearly, and concisely.
- Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
- Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
- Establishes and develops effective working relationships with associates and clientele.
- Modifies team and individual priorities and deadlines in response to changing conditions and ensures completion.
Experience Level
- 0-2 years
Education Level
- Bachelor's degree
About the Company
- Ultimus is an equal opportunity employer.
Equal Opportunity
- Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.