Manager, Investment Tax

Qualifications:

• Bachelor's Degree in Finance, Accounting, or Tax.
• 3-5 years of experience in Investment Management industry. ETF experience desired.
• CPA or CPA Candidate preferred, but not required.
• Working knowledge and experience with US investment structures (specifically 1940 Act products).
• Must have strong grasp on how ETF structures, such as in-kind redemptions and rebalancing, can lead to greater tax efficiency compared to traditional mutual funds
• Understand multi-class implications related to distribution calculations
• Strong understanding of tax treatments of various securities transaction types. Stays current and adapts to changes in the regulatory and technological environment.
• Strong research and analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making.
• Self-starter with the ability to take initiative, resolve problems effectively, and exercise independent judgement
• Excellent time management and organizational/project management skills. Demonstrated ability to manage multiple projects and deadlines. Assists with projects and takes ownership. Ability to execute on strategic and operational initiatives.
• Ability to build key relationships within Finance and other professionals across the organization. Highly motivated, participative, and collaborative team player with strong interpersonal skills.
• Excellent verbal and written skills, with the ability to articulate and present a clear point of view on technical matters in clear, concise, and meaningful communications for various levels of the organization.
• Advanced in Microsoft Office Suite.
• Demonstrated ability to handle confidential, sensitive, and non-public information with discretion.
• Experience with tax technology tools preferred, e.g., Alteryx, PowerBI and similar solutions

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