ETF Tax Leader - Growth & Compliance

Tidal Financial Group; United States; Teletrabalho; USD 180 000 - 260 000; Tempo integral

Resumo da oferta

Tidal Financial Group is seeking a Vice President of Tax Management to lead and review tax administration for exchange-traded funds. You will guide tax professionals, resolve complex RIC and ETF tax matters, and act as a senior contact for clients and internal partners.

The role combines hands-on technical review with team leadership, process improvement, and support for a growing fund platform. Strong communication and leadership are essential.

Qualificações

• Seven or more years in investment company or fund tax experience.
• Hands-on experience with RIC tax returns, excise tax, distributions, and Subchapter M compliance.
• Experience reviewing complex tax work and guiding or supervising tax professionals.
• Ability to research technical issues, exercise sound judgment, and communicate conclusions.

Responsabilidades

• Lead the tax team’s daily workflow, assign and review work, coach team members, and help build capacity as the ETF platform grows.
• Oversee preparation and review of federal income tax returns (Form 1120-RIC), excise tax returns (Form 8613), extensions, and supporting workpapers; coordinate filing deadlines and resolve review comments.
• Review fiscal year-end tax provisions, book-to-tax differences, tax character adjustments, ROCSOP analyses, and financial statement tax disclosures; coordinate with fund auditors.
• Oversee excise calculations, dividend and capital gain distribution estimates, and tax reallocation data used for shareholder reporting.
• Guide quarterly Subchapter M diversification and gross-income testing and work with Fund Administration, portfolio teams, and other stakeholders to address potential compliance issues.
• Serve as a senior contact for client tax questions and participate in prospective client discussions when needed.
• Improve review controls, procedures, technology, and training so tax services remain accurate and scalable.

Conhecimentos

Leadership

Tax compliance

Communication

Project management

Formação académica

Bachelor's degree in accounting/finance or related field

Descrição da oferta de emprego

Tidal Financial Group is seeking a Vice President of Tax Management to lead and review tax administration for exchange-traded funds. You will guide tax professionals, resolve complex RIC and ETF tax matters, and act as a senior contact for clients and internal partners.

The role combines hands-on technical review with team leadership, process improvement, and support for a growing fund platform. Strong communication and leadership are essential.