Ultimus Fund Solutions · 1 day ago
Tax Administrator I
2 Easton Oval, Columbus, OH 43219, USA
Full-time
Onsite
New Grad, Entry Level
0+ years expUltimus Fund Solutions is seeking a Tax Administrator I responsible for performing mutual fund regulatory and tax reporting functions. The role involves preparing tax-related documents, ensuring compliance with tax laws, and maintaining relationships with regulatory agencies and auditors.
ConsultingFinanceFinancial ServicesInformation Technology
Responsibilities
Prepares estimated year-end income and capital gain distributions
Prepares Subchapter M and Excise tax provision work papers
Calculates fund distribution requirements to satisfy both income and excise requirements
Prepares tax work papers and distribution analyses for mutual funds
Determines the fund tax status of investments and the identification of book and tax differences
Analyzes simple general ledger accounts to provide roll-forward of tax accounts and to identify items of income and expense that would require a tax treatment different than book
Researches and analyzes federal and state tax laws and regulations, and court or other regulatory agencies rulings or decisions to present to managers
Participate in efforts with the financial administration department for the development of tax and regulatory compliance for reporting to regulatory agencies, board of directors and financial officers
Maintains current knowledge of IRS tax law requirements
Gathers information needed to respond to requests from external audit firms and regulatory agencies
Gathers information needed to respond to IRS and auditor requests in connection with formal or informal audits
Daily contact with the financial administration department regarding tax implications of investment activities
Contact as needed with regulatory agencies and audit firms regarding general information, resolution of issues, and inquiries of reporting requirements
Qualification
Required
Bachelor's degree in business administration, tax, accounting, finance, or related field
0-2 years of experience with taxation and administration of mutual funds
Tax laws and procedures applicable to investment companies
Microsoft Office Suite
Adobe Acrobat
Troubleshoots issues utilizing creative and critical thinking skills
Multitasking, analytical, and organizational skills
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness
Demonstrates personal integrity, responsibility, and accountability
Effectively uses resources such as time and information in conjunction with associates
Participates in solving problems and making decisions
Presents and expresses ideas and information, written and oral, clearly, and concisely
Actively listens to others to achieve understanding and supports an open exchange of ideas and information
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion
Company
Ultimus Fund Solutions
Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-19Acquired
2012-06-18Private Equity
Leadership Team
Gary Tenkman
CEO
Jason Stevens
Chief Technology Officer
Recent News
2026-01-20
EIN Presswire
2025-12-15
2025-12-10
Company data provided by crunchbase