Manager - Mutual Fund Tax
Ameriprise Financial Inc - Boston, MA

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Responsibilities

* Review mutual fund tax provisions and supporting workpapers, tax returns, and excise tax calculations Review calculations of tax adjustments on investments, such as PFICSs, REITs, and foreign currency transactions. Review complex tax adjustments, including adjustments relating to straddles, QCCOs, and swaps. Review financial statements to assure adequate tax disclosures and designations have been made. Review monthly and periodic distribution calculations.

* Effectively communicate with internal departments and independent auditors to complete tax provisions and returns.

* Review year-end shareholder reporting calculations and forms.

* Review monthly reports for portfolio managers’ use in capital gain management.

* Ongoing development and monitoring of fund tax policies and recommend changes to process and policies as required.

* Provide project leadership with ad hoc requests and/or projects from within team, other departments and external auditors.

* Provide leadership, training and development for tax accountants/sr. tax accountants.

About this company
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It's no surprise that Ameriprise Financial is a leading provider of financial advice. The company offers financial planning, products,...