Accounting Job Descriptions

AJT |Tax Specialist Job Description

Senior Tax Specialist

Job Functions

• Review and/or prepare work papers and tax returns supporting US and non-US investments.
• Responsible for preparing calculations of tax attributes related to distributions to mutual fund shareholders; researching tax issues using online tax research services and other resources; and analyzing portfolio holdings and applying tax rules to these holdings.
• Analyze the tax impact of non-US investments, including withholding, reclaims, capital gains, and transactions taxes.
• Communicating with federal, state, and local tax authorities to resolve issues as well as assisting in the development of tax training materials and guiding departmental training

Required Experience

• 3 to 4 years tax experience
• Demonstrated attention to detail and accuracy
• Demonstrated analytical, technical, organizational, and problem solving skills
• Strong verbal and written communication skills
• Ability to work well in a team and independently
• Strong computer skills (including Excel)
• Demonstrated initiative in mastering new technical areas quickly
• Flexibility to work additional hours as needed
• Exposure to general ledger accounting and financial statement reporting
• Experience with online accounting systems
• Securities transactions tax experience
• General knowledge of mutual fund industry and/or mutual fund tax experience

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