Tax Administrator I

Job not on LinkedIn

🔥 9 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Tax

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Perform mutual fund regulatory and tax reporting functions to support client fund objectives • Prepare estimated year-end income and capital gain distributions • Prepare Subchapter M and Excise tax provision work papers • Calculate fund distribution requirements for 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 general ledger accounts to roll forward tax accounts and identify items requiring different tax treatment from book • Research and analyze federal and state tax laws, regulations, and regulatory or court rulings for presentation to managers • Participate with the financial administration department in developing tax and regulatory compliance reporting for regulatory agencies, board of directors, and financial officers • Maintain current knowledge of IRS tax law requirements • Gather information for external audit firms, regulatory agencies, IRS requests, and formal or informal audits • Coordinate with the financial administration department regarding tax implications of investment activities • Contact regulatory agencies and audit firms regarding general information, issue resolution, and reporting requirement inquiries • Perform 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 • Knowledge of tax laws and procedures applicable to investment companies • Microsoft Office Suite proficiency • Adobe Acrobat proficiency • Creative and critical thinking skills for troubleshooting • Multitasking, analytical, and organizational skills • Strategic, meticulous, quality-focused, efficient, and effective approach • Personal integrity, responsibility, and accountability • Ability to use time and information resources effectively with associates • Problem-solving and decision-making abilities • Clear and concise written and oral communication • Active listening and open exchange of ideas and information • Ability to identify, arrange for, and obtain resources to accomplish goals • Ability to establish and develop effective working relationships with associates and clientele • Ability to adapt priorities and deadlines to changing conditions and unexpected obstacles while ensuring completion