Senior Accountant - Tax Reporting Job


Company:: Ameriprise Financial Services, Inc.
Location:: Boston, MA
Job Type:: Full Time


Yrs of Exp:: 2+ to 5 years
Posted:: 2/11/2013

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Job Description

Job Description

Available Openings: 1

Job Title: Senior Accountant
- Tax Reporting

Job ID: 85548

Location: Boston, MA

Business Unit: US Asset Management

Full/Part Time: Full-Time

Eligible for Relocation: N

Regular/Temporary: Regular

Travel Percentage: None

License:

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office
- and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Provide leadership and oversight for funds and products for ongoing mutual fund tax compliance, review federal and state tax returns, review excise tax distribution calculations and year-end tax calculations; develop and monitor fund tax policies; and determine and monitor dividend and capital gains tax distribution requirements. Provide ongoing training and development of tax accountants.

* Provides leadership and oversight for funds and products for ongoing mutual fund tax compliance, oversight of the preparation and filing of federal and state tax returns for complex funds; developing and monitoring fund tax policies; and determine and monitor dividend and capital gains tax distribution requirements.

* Review tax adjustments prepared by tax analysts / sr. tax analysts and determine fiscal distributions to shareholders. Reviews and files all required tax returns and related schedules with the IRS.

* Provide project leadership with ad hoc requests and or projects from within team, other departments, portfolio managers and external auditors. Potential merger analysis, fund liquidations, launching of new products, etc.

* Provides ongoing oversight on complex mutual funds for tax compliance through establishing and managing relationships with internal / external business partners.

* Providing information to portfolio managers for capital gain tax management.

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

* Provides leadership, coaching and training for tax accountants / Senior tax accountants

Required Qualifications

* Associate (2-year) degree or equivalent.

* 5 to 7 years of relevant experience.

* At least 5 years of mutual fund reporting, tax or related experience. Strong financial, accounting and tax knowledge and skills.

* Excellent written and oral communication skills.

* Ability to collaborate and work effectively with peers, staff and business partners.

Preferred Qualifications

* Bachelor's degree.

* Strong analytical abilities.

* Strong decision making abilities.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

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JCODE:23913

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