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Mutual Fund Tax Manager - NY - Lead a staff of 15-30 professionals, who perform the Tax Services for mutual fund, commingled trust and/or limited partnership entities. Ensure that all Tax records are maintained in accordance with departmental policies and procedures and the applicable IRS regulations. Handle complex issues and provides resolution in accordance with departmental policies and procedures with respect to Tax Matters. Promote consistency across all product areas, support peers and cross-functional initiatives, share ideas/efficiencies and promote best practices. Identify and implement system/process improvements designed to reduce risk and promote efficiency.
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Mutual Fund Audit Manager - PA -
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Head of Tax - NY - This is a management lead position to head the MFAA Tax Services Department. Responsibilities include (not limited to) managing a department of 20 tax professionals delivering tax services, setting department objectives, participation with the annual strategic planning process, responding to requests for development of new products or services, oversight and coordination of departmental tax related projects, and coordinating the sharing of knowledge on mutual fund tax matters with clients and business partners across all units within the Asset Servicing Sector.
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Tax Supervisor - NY - Assists the Tax Manager in supporting the tax oversight for a family of mutual funds: open-end, closed-end, fixed income and equity (both domestic and international).
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