Job Description

Reference # : 18-01369Title : Tax Compliance - Senior
Location : Columbus, OH
Position Type : Contract
Experience Level : Start Date / End Date : 09/10/2018 / 12/31/2018
Senior/Mid Manager Level Tax Professionals:
Skill Requirements:
- 5-8 years of Financial Services/Fund Industry experience
- "Big 4” experience preferred
- Specific knowledge of 40 Act Funds (Mutual Funds)/ Registered Investment Companies (RICs)
- Experience with investment partnerships, tax allocations and worksheets.
- Education/Licenses preferred: Masters in Tax, CPA, or EA

Work required to be performed:
- Preparation/Review of tax information/tax character factors
- Review of Financial Statements and tax disclosure
- Preparation/first level review of Fiscal and or Excise workpapers.
- Interim Reporting (fiscal and excise)
- Review of distribution calculations
- Analytics: PFIC. REIT/ROC, Equalization, 1256/straddle analysis( standard tax analysis/M-1 adjustments)
- Disclosure information – FTC/FSI, QDI,DRD,
- Excise true up calculations
- Review of tax returns (1120RICS/1065s)
- Review of Partnership work-papers (book/tax allocations, partner capital accounts, qdi/drd)


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