Senior Tax Specialist

Job CategoryAccounting/Finance/Insurance Job Location US-CA-Irvine StatusFull Time Position description The Senior Tax Specialist will review and/or prepare work papers and tax returns supporting US and non-US investments. In this role, you will also be responsible for preparing calculations of tax attributes related to distributions to mutual fund shareholders; researching tax issues using online tax research services and other resources; and analyzing portfolio holdings and applying tax rules to these holdings. In addition, you will analyze the tax impact of non-US investments, including withholding, reclaims, capital gains, and transactions taxes. Additional responsibilities include communicating with federal, state, and local tax authorities to resolve issues as well as assisting in the development of tax training materials and guiding departmental trainingQualificationsRequired:3 to 4 years tax experienceDemonstrated attention to detail and accuracyDemonstrated analytical, technical, organizational, and problem solving skillsStrong verbal and written communication skillsAbility to work well in a team and independentlyStrong computer skills (including Excel)Demonstrated initiative in mastering new technical areas quicklyFlexibility to work additional hours as needed Preferred:Exposure to general ledger accounting and financial statement reportingExperience with online accounting systemsSecurities transactions tax experienceGeneral knowledge of mutual fund industry and/or mutual fund tax experienceWe offer excellent salaries, a progressive environment and a premier benefits package that includes: Medical, dental and vision coverage effective day one Three weeks vacation in year one 15% of annual salary plus bonuses contributed by the company to your retirement plan, up to IRS limits Generous educational assistance Health club subsidy Paid, comprehensive training programs Team-oriented working environment Business casual dressWe are proud to be an Equal Opportunity Employer.