Responsibilities include:

* Plan and monitor tax department activities and provide guidance for the preparation of Fiscal and excise tax provisions, including complete and accurate disclosures for financial statement purposes. 

* Review of Federal (Forms 1120RIC, 8613, 1065, K-1 and other applicable filings), State, and Local tax returns

* Propose enhancements to fund policies and procedures to address evolving RIC and security tax laws.

* Perform a review of the IRS Regulated Investment Company qualification tests

* Identify potential tax issues and provide guidance on the tax treatments of financial instruments and transactions.

* Review IRS RIC qualification tests and provide guidance.

* Monitor federal and state tax law changes.

* Train supervisors and various staff and conduct performance reviews.

Qualifications include:

* Four to Seven Years of direct RIC Tax experience required

* BS in Accountancy or Finance is required

* Two years of supervisory experience necessary

* Thorough knowledge of RIC tax and security tax law, as well as general tax concepts