Senior Tax Administrator

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 10%

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Ultimus Fund Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private equity on 2012-07

Finance • SaaS • B2B

Ultimus Fund Solutions is an independent provider of fund administration and investment operations solutions for advisors and asset/fund managers. The firm delivers high-touch, scalable services across public and private markets — including transfer agency, middle-office and investment operations, ETF launch and conversion support, and specialized administration for mutual funds, private equity, private credit, retail alternatives, REITs and other fund wrappers. Ultimus combines these services with integrated, AI-enabled technology platforms (Ultimus Connect, Portfolio Analytics Portal, Workflow Manager, Investor and Advisor Portal, Private Investor Portal and related tools) to provide data, reporting and workflow automation. According to its public materials it administers $775B+ in assets, supports 2,500+ funds, 450+ clients, and 1,200+ associates.

📋 Description

• Prepare and review estimated year-end income and capital gain distributions • Prepare and review Subchapter M and Excise tax provision work papers • Calculate fund distribution requirements to satisfy income and excise requirements • Prepare tax work papers and distribution analyses for mutual funds • Determine fund tax status of investments and identify book and tax differences • Analyze complex general ledger accounts to roll forward tax accounts and identify items requiring different tax treatment from book treatment • Train fund administration team on department workflow processes • Perform limited preliminary product reviews to ensure adherence to department guidelines • Research and analyze federal and state tax laws, regulations, and regulatory rulings or decisions • Coordinate with financial administration on tax and regulatory compliance reporting • Maintain current knowledge of IRS tax law requirements • Gather information for IRS and auditor requests during audits • Act as a second-level escalation point and resolve issues where appropriate • Mentor associates through instruction, coaching, on-the-job experiences, and advising • Provide daily guidance to tax associates and Tax Administrator I staff • Collaborate with financial administration regarding tax implications of investment activities • Communicate with regulatory agencies and audit firms regarding information, issue resolution, inquiries, and reporting requirements • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree in business administration, tax, accounting, finance, or related field • 3-5 years of experience with mutual fund taxation and fund administration of mutual funds • Equivalent education and experience will be considered • Knowledge of tax laws and procedures applicable to investment companies • Microsoft Office Suite proficiency • Adobe Acrobat proficiency • Multitasking, analytical, and organizational skills • Strategic, meticulous, initiative-taking approach with commitment to quality, efficiency, and effectiveness • Ability to plan and delegate work • Ability to troubleshoot issues using creative and critical thinking • Clear and concise written and oral communication skills • Ability to establish and develop effective working relationships • Ability to adapt priorities and deadlines to changing conditions