Supervisor - Tax

At Investors Bank & Trust, we focus on building careers. Once you begin your career with us, you?ll experience an environment where you have unparalleled access to the management team, and the tools to perform to the best of your ability. Not to mention the kind of hands-on knowledge that helps you advance to the next level. Continual learning is just one of the reasons why Investors is considered one of the best financial organizations you could join ? and it?s also why we?re one of the best securities processing companies in the world. Take the next step to Investors Bank & Trust.

Investors offers attractive compensation, health, welfare and retirement benefit programs ? all that you would expect from an industry leader, plus: 100% Tuition Reimbursement Investors University Training Programs Defined Career Paths Recognition & Reward Programs Job Posting Program Career Forums Overseas Job Assignments Community Relations & Sports Programs

We are an Equal Opportunity Employer M/F/D/V

******** Please note: Applicants must apply on-line at www.investorsjobs.com to be considered for employment. Thank you for your interest and cooperation. *********Supervisor - Tax

This position is responsible for reviewing the following prepared by our tax seniors and staff for funds with complex technicalities: 1) fiscal year end book tax/adjustments; 2) year-end excise distribution calculations; 3) federal and state income tax filings; and 4) year end shareholder reporting. The position is a key component in the development of relevant systems enhancements as they pertain to the tax reporting process. The supervisor position is responsible for the review of all of the complicated calculations prepared by the tax seniors and staff as well as the initial review of the RIC qualification tests prepared by the Reporting and Compliance group. This position is responsible for answering all of the tax staff?s unanswered questions and the review of all the work they produce. Responsible for supervising, reviewing, training and developing staff, executing and developing systems enhancements. Normal day to day communications with the client become a responsibility of this level. Responsible for first-level review of complex excise tax distributions Reviews complex fiscal year end distributions and tax provision Reviews and researches book/tax adjustments (M-1?s) prepared by staff Reviews year end shareholder reporting data Reviews and approves IRS compliance for less complicated funds Reviews federal and state income tax returns Reviews federal excise tax filings Leads small group in developing system upgrades as they pertain to tax reporting Trains tax seniors and staff Responds to all ad hoc client requests Reviews property tax returns for state of incorporation Trains tax staff on the mechanics of the tax software, income tax returns, schedules, and templates Reviews and may prepare tax footnotes and answers basic Reporting and Compliance group questions on the ROCSOP calculations for financial reporting purposes. Communicates with auditors on questions on work prepared by the tax group Day to day communications with clients. Other special projects or tasks as assigned

Knowledge & Skills Required: BA/BS, preferably in accounting or finance 4-6 years experience in mutual fund taxation CPA, a masters degree in Taxation, or equivalent industry experience are a plus.