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Tidal Financial Group
Tidal Financial Group
51 – 200 Zaposleni
FinanceSvetovanjeTrženje
Tidal Financial Group helps investment firms bring exchange-traded funds to market and manage them over time. Its ETF investment and technology platform works with fund issuers on strategy, regulatory compliance, portfolio management, and marketing, supporting the launch and growth of ETF products. The company’s work spans financial services, consulting, and marketing, combining investment expertise with operational support for ETF teams.
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Delovna mesta v podjetju

Remote ETF Tax Management Associate at Tidal Financial Group

Support tax administration, reporting, and distributions for Tidal Financial Group’s ETF platform. Prepare tax returns, provisions, and book-to-tax analyses.

USZdružene države AmerikeFLFloridaILIllinoisNYNew YorkWIWisconsinNa daljavoPolni delovni časJuniorSrednja ravenZahtevani Jezik: angleščinaDavki

Opis

  • Support the VP of Tax Management in overseeing tax administration services and expanding tax offerings.
  • Work with Fund Administration leaders and the VP of Tax Management to develop tax administration services.
  • Help analyze and calculate dividend and capital gains distribution rates with the Fund Administration team.
  • Prepare ROCSOP, tax adjustments, and classifications for shareholder reports.
  • Prepare income and excise tax returns.
  • Calculate and track book-to-tax differences.
  • Supply tax reallocation data for shareholder Form 1099 reporting.
  • Coordinate tax disclosures for financial statements.
  • Prepare fiscal year-end tax provisions for auditors.
  • Help auditors calculate excise distributions.
  • Research the tax treatment of security types held in client ETFs.
  • Work with clients to support their ETFs and businesses.

Zahteve

  • Bachelor’s degree in accounting or finance, or equivalent professional experience
  • Two to four years of relevant work experience
  • Strong communication skills
  • Knowledge of mutual fund tax laws and regulations, with practical experience applying them
  • Exchange-traded fund experience strongly preferred
  • Able to work effectively in a fast-paced, collaborative environment
  • Strong organization and time-management skills
  • Able to adapt to changes in technology
  • Experience with multiple fund accounting and reporting systems
  • Preference for candidates near Chicago, Illinois; Milwaukee, Wisconsin; New York City, New York; or West Palm Beach, Florida

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