Senior Director, Tax

Responsible for overseeing the tax compliance and research functions for all funds and investment products, including strategic planning and execution of department goals, critical thinking, and implementing company-wide initiatives. This position partners with the AVP and VP of tax to ensure goals are met and directly supervises a working group of Senior Tax Managers and Tax Managers.

Responsibilities

Individual Accountabilities

• Serve as the lead tax advisor for mutual fund tax matters, interpreting new tax legislation, regulatory guidance, and industry developments, and determining impacts on funds and shareholders.
• Partner with Portfolio Managers, Compliance, Legal, Finance, and Operations teams to address fund tax issues, distribution planning, and regulatory requirements.
• Provide expert guidance on complex tax compliance matters, including qualification testing, RIC requirements, and resolution of tax-related risks.
• Act as a key resource for business partners on tax implications of new products, fund strategies, and business initiatives.
• Lead, develop, and mentor Tax Managers while overseeing vendor relationships and driving departmental projects.

Shared Accountabilities

• Ensure all mutual funds maintain favorable RIC status and comply with IRS, SEC, and other applicable regulatory requirements.
• Oversee fund tax reporting, distribution calculations, excise tax planning, corporate actions, and complex book-to-tax treatments.
• Monitor tax law changes, assess business impacts, and implement necessary updates to policies, procedures, and controls.
• Provide leadership on complex tax reporting and compliance issues, including FIN 48 documentation and foreign tax reclaim activities.
• Support departmental planning, budgeting, and operational objectives while enhancing tax reporting policies and governance practices.

Requirements

• Bachelor’s degree in Accounting or related field.
• CPA, MST/JD or a minimum of 10+ years of mutual fund tax experience and 7+ years supervision experience.
• Extensive knowledge of relevant IRS code sections, Treasury Regulations, Revenue Rulings, and other interpretive rulings or case law and their effect on Regulated Investment Companies and their shareholders.
• Strong organizational, strategic, and analytical skills.
• Ability to effectively communicate tax issues to a varied audience.
• Excellent financial, accounting, and tax knowledge.
• Advanced tax research skills.
• Organizational skills to meet deadlines, prioritize projects, and process several projects simultaneously.

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits.
• Employee/family assistance plans.
• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions).
• Financial education and counseling resources.
• Generous paid time off program in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year.
• Full range of statutory leaves of absence.

Pay

Salary range is expected to be between $128,550.00 USD - $222,820.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

Schedule

Hybrid

Location: Boston, Massachusetts