Description review
Tax Management Associate
Tidal Financial Group · United States · back to the listing
HR standards
57/100
needs work
Title ↔ description
81/100
solid
Reads as
Accountant
100% confident
What this role officially is
accountant — ESCO, the EU occupation classification
Accountants review and analyse financial statements, budgets, financial reports, and business plans in order to check for irregularities resulting from error or fraud, and provide their clients with financial advice in matters such as financial forecasting and risk analysis. They may audit financial data, resolve insolvency cases, prepare tax returns and provide other tax-related advice in reference to current legislation.
Also known as: accounting technician, production accountant, accounting supervisor, financial accountant, head financial accountant, certified public accountant
How others title the same work
Large employers
- Cost Accounting Manager Canonical
- Group Financial Controller Canonical
- Revenue Accountant Canonical
- Systems & Controls Accountant Canonical
- Tax Senior Associate Canonical
Startups
- Finance Controller GoSats
What the listing never says
- 19 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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 a Tax Management Associate, you will be an integral team member with the focus of helping support the day-to-day tax related operations and reporting of exchange-traded funds. Within this role and throughout Tidal Financial Group, 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. We take pride in doing the right thing each and every day for our clients, partners and each Tidal team member. 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
• Assisting the VP of Tax Management in overseeing of overall Tax Administration Services and being integral in the growth of the firm’s tax services and value-added offerings.
• Partnering with Fund Administration leadership and the VP of Tax Management in the continued build-out of tax administration services.
• Assist the Fund Administration Team in analysis and calculation of dividend and capital gain distribution rates.
• Preparing ROCSOP and required tax adjustments and classifications for shareholder reports.
• Preparing of income and excise tax returns
• Calculation and monitoring book-to-tax differences
• Providing tax re-allocation data for shareholder 1099 reporting
• Coordinate preparation of financial statement tax disclosures
• Prepare fiscal year-end tax provisions by auditors
• Prepare excise distribution calculations by auditors
• Assist in the research of tax impact to all security types within client ETFs
Qualifications
• Bachelor's degree in accounting or finance, or equivalent work experience
• Two to four years of related work experience
Preferred Qualifications
• Strong communicatio skills
• Must have knowledge of and practical experience in the application of mutual fund industry tax laws and regulations
• Specific experience with exchange-traded funds strongly preferred
• Ability to work in a fast paced, team-oriented environment
• Excellent organizational and time management skills
• Ability to embrace and adapt to changing technological environment as well as being exposed to multiple fund accounting and reporting systems
We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.
Originally posted on Himalayas
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 a Tax Management Associate, you will be an integral team member with the focus of helping support the day-to-day tax related operations and reporting of exchange-traded funds. Within this role and throughout Tidal Financial Group, 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. We take pride in doing the right thing each and every day for our clients, partners and each Tidal team member. 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
• Assisting the VP of Tax Management in overseeing of overall Tax Administration Services and being integral in the growth of the firm’s tax services and value-added offerings.
• Partnering with Fund Administration leadership and the VP of Tax Management in the continued build-out of tax administration services.
• Assist the Fund Administration Team in analysis and calculation of dividend and capital gain distribution rates.
• Preparing ROCSOP and required tax adjustments and classifications for shareholder reports.
• Preparing of income and excise tax returns
• Calculation and monitoring book-to-tax differences
• Providing tax re-allocation data for shareholder 1099 reporting
• Coordinate preparation of financial statement tax disclosures
• Prepare fiscal year-end tax provisions by auditors
• Prepare excise distribution calculations by auditors
• Assist in the research of tax impact to all security types within client ETFs
Qualifications
• Bachelor's degree in accounting or finance, or equivalent work experience
• Two to four years of related work experience
Preferred Qualifications
• Strong communicatio skills
• Must have knowledge of and practical experience in the application of mutual fund industry tax laws and regulations
• Specific experience with exchange-traded funds strongly preferred
• Ability to work in a fast paced, team-oriented environment
• Excellent organizational and time management skills
• Ability to embrace and adapt to changing technological environment as well as being exposed to multiple fund accounting and reporting systems
We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.
Originally posted on Himalayas