Job Description
Senior Specialist, Tax & Fund Reporting
Reporting to the Manager, Fund Reporting & Administration, the Senior Specialist, Tax & Fund Reporting is responsible for leading the taxation strategy of a group of mutual funds, implementing new tax regulations, oversight of fund distributions and tax filings, and providing tax support for fund events such as new fund launches and mergers. The Senior Specialist will also assist the Fund Reporting team with reports such as financial statements and MRFPs. Who you are
Service
– You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution
– You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently l...
Reporting to the Manager, Fund Reporting & Administration, the Senior Specialist, Tax & Fund Reporting is responsible for leading the taxation strategy of a group of mutual funds, implementing new tax regulations, oversight of fund distributions and tax filings, and providing tax support for fund events such as new fund launches and mergers. The Senior Specialist will also assist the Fund Reporting team with reports such as financial statements and MRFPs. Who you are
Service
– You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution
– You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently l...