Job Responsibilities:
- Manage Annual Report tax disclosure and tax provision production process for 170-plus funds.
- Perform tax research on existing and new investment vehicles or new investments as needed.
- Assist in internal control documentation and maintenance of documentation of tax legal positions (FIN 48).
- Assist in ETF and Fund monthly, quarterly, semi-annual, and annual distribution process for 170-plus funds.
- Ensure that all ETF/mutual fund tax qualification requirements are met.
- Manage or assist in tax projects as needed.
- Assist in calendar year tax reporting for ETF and mutual fund shareholders and intermediaries.
Qualifications:
- Degree in Accounting or Finance.
- Graduate degree in tax extremely helpful but not necessary.
- At least five year's experience in public accounting tax investment management practice, ETF, or mutual fund advisor/service provider.
- Strong tax research and writing skills required.
- Strong Excel skills desirable.
To apply, upload a resume to the following URL:
https://barclays.recruitmax.com//main/careerportal/candidate_update.cfm?szOrderID=4531
Barclays Global Investors (US)
JC - 4531