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Junior Tax Administrator

Company: Ultimus Fund Solutions
Location: Hauppauge
Posted on: February 23, 2021

Job Description:

SUMMARY DESCRIPTION The AssociateTax Administrator is responsible for performing mutual fund regulatory and taxreporting functions in a manner that ensures fund objectives are met for theclients for Ultimus Fund Solutions (UFS.) ESSENTIAL DUTIES AND RESPONSIBILTIES TAX PREPARATION

  • Prepares estimated year-end income and capital gaindistributions
  • Prepares Subchapter M and Excise tax provision workpapers
  • Calculates fund distribution requirements to satisfyboth income and excise requirements
  • Prepares tax work papers and distribution analyses formutual funds
  • Assists in determining the fund tax status ofinvestments and the identification of book and tax differences
  • Analyzes simple general ledger accounts to provideroll-forward of tax accounts and to identify items of income and expenses thatwould require a tax treatment different than book TAX COMPLIANCE & REPORTING
    • Researches and analyzes federal, state tax laws,regulations and court or other regulatory agencies rulings or decisions to meetcompliance requirements
    • Maintains current knowledge of IRS tax lawrequirements WORKING RELATIONSHIPS & CONTACTS
      • Daily contact with the Manager of Tax Administrationregarding development and training
      • Daily contact with financial administration departmentregarding tax implications of investment activities
      • May perform other duties as required and assigned. --KNOWLEDGE AND SKILLS
        • Knowledge of tax laws and procedures applicable toinvestment companies
        • Ability to act with professionalism and diplomacy whencommunicating with a customer
        • Ability to multi-task while maintaining carefulattention to detail
        • Ability to work effectively both individually andwithin a team environment
        • Ability to work with a sense of urgency to meetdeadlines and address competing priorities
        • Effective written, listening and verbal communicationskills
        • Effective problem solving, time management andorganizational skills
        • Proficient with Microsoft Office software includingWord, Excel, PowerPoint and Outlook QUALIFICATIONS
          • Minimum of a Bachelor of Business Administration, Tax,Accounting, Finance or related field required
          • Minimum of 1-2 years of experience with mutual fundtaxation and/or fund administration of mutual funds experience required *Equivalent education and experience will be considered. PHYSICAL AND OTHER REQUIREMENTS
            • At times, as business needs arise and employees arerequired and agree to work beyond their normal work day or work week to fulfillthe accountabilities required for their job.
            • The physical requirements described here arerepresentative of those that must be met by an employee to successfully performthe essential functions of this job.
            • While performing the duties of this job, the employeeis regularly required to sit and stand;
            • The employee must occasionally lift and/or move up to10lbs and;
            • Specific vision abilities are required within thisposition.
            • Occasional travel (approximately 10% or less) may berequired in this position.
            • Reasonable accommodations may be made to enableemployees to perform the essential functions. Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Keywords: Ultimus Fund Solutions, Stamford , Junior Tax Administrator, Accounting, Auditing , Hauppauge, Connecticut

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