Mutual Fund Tax Senior Analyst Assistant Vice President

Citi • Boston, MA

18h • Onsite

About The Position

The Tax AVP is a management level position within our Regulated Investment Company (“RIC”) tax department responsible for accomplishing results through the management of a team or department.

Requirements

• 3 - 6 years of relevant RIC tax experience
• Experience/Knowledge of fund accounting and financial reporting for RIC’s
• Experience in managing operational delivery
• Knowledge of funds services and process
• Demonstrated leadership and management skills
• Ability to work in a team-oriented environment
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated knowledge in related area
• Bachelor’s degree/University degree or equivalent experience

Responsibilities

• Manage a team of professionals to accomplish established goals
• Identify opportunities to implement process improvements and recommend system, service, and process enhancements including leading and evaluating system testing
• Assist in the coordination of staff assignments to achieve optimal effectiveness through assessment of business requirements and staff skill sets and development needs
• Complete preparation and reviews of income and excise tax provisions to ensure accuracy and in compliance with client policies
• Complete preparation and review of annual shareholder reporting calculations to support the production of ICI primary/secondary reporting spreadsheets and Form 1099-DIV
• Work directly with client and client’s designated public accounting firm
• Build and maintain relationships with internal and external clients
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees