Manager Required- Mutual Fund Tax Job

Manager - Mutual Fund Tax Job

• Company

  Ameriprise

• Location

  Boston, MA

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jun 15, 2013

See Job Description

Job Description

Available Openings:1
Job Title:Manager
- Mutual Fund Tax
Job ID:85910

Boston, MA

Location:
Business Unit:US Asset Management
Full/Part Time:Full-Time
Eligible for Relocation:N
Regular/Temporary:Regular
Travel Percentage:None
License:




About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities


* Review mutual fund tax provisions and supporting workpapers, tax returns, and excise tax calculations Review calculations of tax adjustments on investments, such as PFICSs, REITs, and foreign currency transactions. Review complex tax adjustments, including adjustments relating to straddles, QCCOs, and swaps. Review financial statements to assure adequate tax disclosures and designations have been made. Review monthly and periodic distribution calculations.

* Effectively communicate with internal departments and independent auditors to complete tax provisions and returns.

* Review year-end shareholder reporting calculations and forms.

* Review monthly reports for portfolio managers' use in capital gain management.

* Ongoing development and monitoring of fund tax policies and recommend changes to process and policies as required.

* Provide project leadership with ad hoc requests and/or projects from within team, other departments and external auditors.

* Provide leadership, training and development for tax accountants/sr. tax accountants.

Required Qualifications


* At least 5-7 years of mutual fund tax experience.

* Bachelor's degree.

* Must be proficient with computers (Microsoft Excel) and have strong analytical, communication and interpersonal skills.

* Must be detail oriented.

* Ability to work effectively to meet deadlines and with competing priorities.

* Ability to collaborate and work effectively with peers, staff and business partners.

J2W:LI

Preferred Qualifications


* Public tax accounting experience a plus.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

© 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE:23269

JCODE:23913