Description
Description:
- Under direct supervision, the Investment Tax Specialist I completes routine tasks to support tax operations. The tasks may include requesting information from stakeholders, tracking requests and preparing simple tax schedules. Prior tax knowledge is not required.
Responsibilities:
- Execute documented procedures and checklists: executes tasks and perform work based on documented procedures in support of operations, assists Investment Tax Specialist II in preparation of tax work papers.
- Other client anddeliverables: assists in preparation of work papers and other documents to support other client deliverables and other deliverables
- Training: participates in technical and other training to develop skills to enhance the employee and client experience; Develops investment tax and other accounting skills
Qualification:
- BS/BA degree in Accounting/Finance or equivalent work experience
- Basic understanding of accounting and tax concepts, practices, and procedures is required, strong client service skills, team attitude and attention to detail, proficient in Microsoft Excel and Word
- Ability to conceptualize and execute initiatives through to completion. Creative problem solving skills, including the ability to identify, recommend, and implement solutions for tax related issues