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Tax Manager
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Country: USA
Location: California-San Francisco San Francisco
Total applied: 40 Job Category:Accounting/Finance/Insurance
Location:San Francisco
Occupations:Tax Accounting
Career Level:Experienced (Non-Manager)
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Tax Manager
Take the first step towards discovery by exploring our employment opportunities. Tax Manager
Barclays Global Investors (BGI) is America's largest money manager, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide. For 35 years, BGI has been at the forefront of developing innovative investment ideas, applying science and technology to the investment process. Headquartered in San Francisco and winning first place in the SF Business Times' ''Best Places to Work in the Bay Area 2008" Awards (Large Companies category), the Barclays PLC subsidiary employs over 3,700 people globally and manages over $2 trillion in assets.
Overview
This position is responsible for all tax matters relating to ETFs and mutual funds and their shareholders.
Responsibilities
Manage Annual Report tax disclosure and tax provision production process for 170-plus funds. Perform tax research on existing and new investment vehicles or new investments as needed. Assist in internal control documentation and maintenance of documentation of tax legal positions (FIN 48). Assist in ETF and Fund monthly, quarterly, semi-annual, and annual distribution process for 170-plus funds. Ensure that all ETF/mutual fund tax qualification requirements are met. Manage or assist in tax projects as needed. Assist in calendar year tax reporting for ETF and mutual fund shareholders and intermediaries.
Requirements
Degree in Accounting or Finance. Graduate degree in tax extremely helpful but not necessary. At least five year's experience in public accounting tax investment management practice, ETF, or mutual fund advisor/service provider. Strong tax research and writing skills required. Strong Excel skills desirable.
To apply, please click here. You will be taken to the Barclays Global Investors Careers website where you will be asked to create a profile and submit a resume for this position.
BGI's San Francisco headquarters is located at 45 Fremont (near Market Street) and is easily accessible by BART and Muni. More information about careers at BGI can be obtained at http://www.barclaysglobal.com/about/careers/?r=19&a=34.
© 2004 Barclays Global Investors, All Rights Reserved.
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