Mutual Fund Tax RIC Manager

Role Overview: This position involves leading and overseeing tax services related to mutual funds, specifically Regulated Investment Companies (RIC). Responsibilities: Review and manage tax provision work papers, financial statement disclosures, and complex investment transactions such as derivatives.Prepare income and capital estimates for RIC distributions.Assess documentation to support client deliverables and provide high-quality tax consulting services.Manage client engagements, maintain communication, and ensure client satisfaction.Lead and mentor team members to foster professional growth. Qualifications & Skills: Must have at least four years of recent mutual fund tax experience, with a CPA, EA, JD, or LLM credential or be willing to obtain one within a year. Strong understanding of regulated investment company taxation, financial statements, and fund accounting reports is essential. Demonstrated client service skills, attention to detail, and teamwork are required. Key Attributes: Analytical mindset, leadership ability, and a collaborative attitude are vital to succeed in this role.