Finance Manager
bp
Mid · Seniorfull-time$180k–$210k / yearColorado, Texas · 🇺🇸 United States
Posted: 5 hours agoSource: bpinternational.wd3.myworkdayjobs.com
Manager, Fund Financial & Tax Reporting
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Westlake • New Hampshire, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Providing tax support and oversight for Fidelity’s alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts.
- Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
- Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
Requirements
- Bachelor’s degree or equivalent experience in Finance or Accounting
- 3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
- Familiarity with tax research techniques
- Broad knowledge of accounting and tax principles
- Ability to embrace and adapt to a constantly evolving regulatory and technology environment
- Ability to work in a collaborative environment
- Comfortable in a fast paced, deadline-oriented environment
- Interpersonal and time management skills
- Flexibility to work overtime (as needed) to fulfill the job requirements
- Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
- Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax supportU.S. Partnerships fundsU.S. REITsU.S. grantor trustsCanadian Mutual Fund Truststax information reportingtax returnstax research techniquesaccounting principlesinvestment management tax operations
Soft skills
adaptabilitycollaborationtime managementinterpersonal skillsflexibilityability to work under deadlinesability to embrace change
Certifications
Bachelor’s degree in FinanceBachelor’s degree in Accounting
