Tax Management Associate

Tidal Financial Group

. Assist the VP of Tax Management in overseeing Tax Administration Services and growing the firm’s tax services and value-added offerings .

Posted 10/10/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax administration services, including preparation of tax returns and financial statement disclosures, while effectively collaborating with clients and team members in a fast-paced environment.

Highest-signal resume keywords

Tax Administration ServicesMutual Fund Industry Tax LawsExchange-Traded Funds ExperienceFinancial Statement Tax DisclosuresTax Return Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax AdjustmentsDividend Distribution CalculationCapital Gain Distribution CalculationBook-to-Tax Difference CalculationTax Re-Allocation DataFiscal Year-End Tax ProvisionsExcise Distribution CalculationsTax Impact ResearchFund Accounting

Soft Skills

Strong Communication SkillsExcellent Organizational SkillsTime Management SkillsTeam-OrientedAdaptability

Tools & Technologies

Fund Accounting SystemsReporting Systems

Industry Keywords

Tax AdministrationMutual FundsExchange-Traded FundsTax ComplianceFinancial Reporting

About the role

Key responsibilities & impact

Assist the VP of Tax Management in overseeing Tax Administration Services and growing the firm’s tax services and value-added offerings
Partner with Fund Administration leadership and the VP of Tax Management in building out tax administration services
Assist the Fund Administration Team with analysis and calculation of dividend and capital gain distribution rates
Prepare ROCSOP and required tax adjustments and classifications for shareholder reports
Prepare income and excise tax returns
Calculate and monitor book-to-tax differences
Provide tax re-allocation data for shareholder 1099 reporting
Coordinate preparation of financial statement tax disclosures
Prepare fiscal year-end tax provisions for auditors
Assist auditors with excise distribution calculations
Research the tax impact of all security types within client ETFs
Partner with clients to support the success of their ETFs and businesses

Requirements

What you’ll need

Bachelor's degree in accounting or finance, or equivalent work experience
Two to four years of related work experience
Strong communication skills
Knowledge of and practical experience in the application of mutual fund industry tax laws and regulations
Specific experience with exchange-traded funds strongly preferred
Ability to work in a fast-paced, team-oriented environment
Excellent organizational and time management skills
Ability to embrace and adapt to changing technological environment
Exposure to multiple fund accounting and reporting systems
Candidates prioritized within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL