What are the responsibilities and job description for the Tax Senior Manager (REMOTE) position at Oliver James?
Our client, a leading investment management firm, is seeking a Tax Senior Manager to oversee tax operations for mutual funds and ETFs. This is a FULLY REMOTE opportunity in the U.S.
Key Responsibilities
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Key Responsibilities
- Manage and review tax provisions, distributions, and shareholder tax reporting for mutual funds and ETFs.
- Ensure all financial disclosures and filings comply with applicable tax laws and accounting principles.
- Partner with internal stakeholders – including portfolio management, operations, and legal – to address tax-related matters and support front-office needs.
- Oversee the performance of external tax service providers and ensure deliverables meet accuracy and timeliness standards.
- Research, interpret, and apply tax law to inform strategy, compliance, and risk management decisions.
- Contribute to process improvement and automation initiatives using advanced technology tools.
- Provide mentorship and guidance to junior team members, fostering professional growth and development.
- Bachelor’s degree in Accounting or Finance
- 8 years of relevant tax experience
- CPA, MST or JD preferred
- Must have experience with Registered Funds
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