AVP of Tax Management

Tidal Financial Group; Chicago (IL); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking an Assistant Vice President of Tax Management to join their innovative team. This exciting role involves supporting the tax-related operations of exchange-traded funds, ensuring compliance, and enhancing the firm's tax services. You will collaborate closely with fund administration leadership, manage multiple projects, and provide essential tax administration insights to clients. The firm promotes a dynamic and enjoyable work environment, emphasizing professional growth and teamwork. If you are passionate about tax management and thrive in a fast-paced setting, this opportunity is perfect for you.

Qualifications

• 4-6 years of related work experience in tax management.
• Strong knowledge of mutual fund tax laws and regulations.

Responsibilities

• Assist in overseeing tax administration services and growth initiatives.
• Prepare and review tax returns and shareholder reports.
• Lead on tax impact for all security types within client ETFs.

Skills

Leadership Skills

Tax Laws and Regulations

Organizational Skills

Time Management

Teamwork

Adaptability to Technology

Education

Bachelor's degree in Accounting or Finance

Equivalent Work Experience

Tools

Fund Accounting Systems

Job description

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.

Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.

About the role

As an Assistant Vice President (AVP) of Tax Management, you will be an integral team member focused on supporting the day-to-day tax-related operations and reporting of exchange-traded funds. We stress partnering with our clients in all aspects of servicing to ensure success in the ETFs they bring to market as well as their overall business success. Our fund administration leadership team, which the tax management group is a part of, is committed to a team atmosphere that stresses fun, enjoyment, teaching, and development to help continued succession as a professional and leader.

What you'll do

1. Assist the VP of Tax Management in overseeing overall Tax Administration Services and be integral in the growth of the firm’s tax services and value-added offerings.
2. Partner with Fund Administration leadership and the VP of Tax Management in the continued build-out of tax administration services.
3. Assist the Fund Administration Team in analysis and calculation of dividend and capital gain distribution rates.
4. Prepare and review ROCSOP and required tax adjustments and classifications for shareholder reports.
5. Prepare, review, and coordinate filing of income and excise tax returns.
6. Calculate and monitor book-to-tax differences.
7. Support quarterly Subchapter M compliance monitoring and reporting with other members of the Fund Administration team.
8. Provide tax re-allocation data for shareholder 1099 reporting.
9. Coordinate review of financial statement tax disclosures.
10. Prepare and review income and excise tax returns for auditor review and signature.
11. Prepare, review, and coordinate review of excise distribution calculations by auditors.
12. Be the lead on tax impact to all security types within client ETFs.
13. Be the direct point of contact to service clients on tax administration-related matters.
14. Participate in presentations to prospective clients on tax administration services.

Qualifications

1. Bachelor's degree in accounting or finance, or equivalent work experience.
2. Four to six years of related work experience.

Preferred Qualifications

1. Strong and demonstrated leadership skills.
2. Must have advanced knowledge of and practical experience in the application of mutual fund industry tax laws and regulations.
3. Specific experience with exchange-traded funds strongly preferred.
4. Must be able to manage multiple growth initiatives and projects simultaneously.
5. Ability to work in a fast-paced, team-oriented environment.
6. Excellent organizational and time management skills.
7. Ability to embrace and adapt to changing technological environments as well as being exposed to multiple fund accounting and reporting systems.

Work from home! Tidal is a fully remote organization. Employees who live in proximity to Tidal’s Milwaukee, Chicago, Detroit, and New York offices have the option to work in the office as their schedule allows.