Investments Associate Mutual Fund Taxation Expert
1 week ago
We are seeking a highly skilled Mutual Fund Tax Specialist to join our team at PGIM Investments. As a key member of our finance team, you will be responsible for ensuring the accurate and timely tax compliance of our mutual fund investments.
Key Responsibilities- Review and analyze mutual fund tax compliance work to ensure accuracy and adherence to regulatory requirements.
- Coordinate with internal and external partners, including product, legal, compliance, and custodian banks, to ensure seamless tax compliance.
- Research and stay up-to-date on complex portfolio holdings, legislative changes, and tax laws to ensure compliance.
- Review and analyze return of capital distributions, corporate actions, and REIT adjustments for GAAP and tax purposes.
- Review financial statement tax disclosures and ensure accuracy.
- Support internal partners with tax considerations and impacts.
- Oversight of custodian banks tax reclaim services and foreign jurisdictions taxation.
- 3+ years of experience in mutual fund taxation.
- CPA and/or Masters in Tax preferred.
- Strong technical mutual fund tax skills.
- Bachelor's degree in accounting.
- Strong analytical skills with high attention to detail.
- Ability to manage multiple priorities and deadlines.
- Strong communication skills.
At PGIM, we offer a comprehensive benefits package, including medical, dental, vision, life insurance, and PTO. We also offer retirement plans, wellness programs, and tuition assistance. Our Total Rewards Brochure provides more information on our benefits.
Salary Range Disclosure: The salary range for this role is from $90,000 to $110,000. Specific pricing may vary based on factors such as geographic location, candidate experience, and skills.
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New York, New York, United States PGIM Full timeJob SummaryWe are seeking a highly skilled Mutual Fund Tax Specialist to join our team at PGIM Investments. As a key member of our finance team, you will be responsible for ensuring the accurate and timely tax compliance of our mutual fund investments.Key ResponsibilitiesReview and analyze mutual fund tax compliance work to ensure accuracy and adherence to...
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