Investment Associate

3 days ago


Newark, New Jersey, United States PGIM Full time
Job Summary

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 portfolios.

Key Responsibilities
  • Review and analyze mutual fund tax compliance work to ensure accuracy and adherence to regulatory requirements.
  • Collaborate with internal teams to review and prepare tax returns, financial statements, and other tax-related documents.
  • Conduct research and analysis on complex tax issues related to mutual fund taxation, including partnerships, MLPs, swaps, options, and foreign currency.
  • Develop and maintain relationships with external tax firms and custodian banks to ensure seamless tax reclaim services.
  • Stay up-to-date with changes in tax laws and regulations, and provide guidance to internal teams on tax implications.
Requirements
  • 3+ years of experience in mutual fund taxation, with a strong background in tax compliance and financial reporting.
  • CPA and/or Master's in Tax preferred, with a strong understanding of tax laws and regulations.
  • Excellent analytical and communication skills, with the ability to manage multiple priorities and deadlines.
  • Strong technical skills in tax software and systems, with the ability to learn new tools and technologies.
What We Offer
  • A competitive salary range of $90,000 to $110,000, with opportunities for growth and professional development.
  • A comprehensive benefits package, including medical, dental, vision, life insurance, and PTO.
  • A dynamic and inclusive work environment, with opportunities to collaborate with a diverse team of professionals.
  • Professional development opportunities, including training and education programs, to help you advance your career.


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