VP of Tax Management
Tidal Financial Group · via
Remote Rocketship
🌎 Remote
📍 Remote, Florida
Job Description:
- Lead the tax team’s daily workflow, assign and review work, coach team members, and help build capacity as the ETF platform grows
- Oversee preparation and review of federal income tax returns (Form 1120-RIC), excise tax returns (Form 8613), extensions, and supporting workpapers
- Coordinate filing deadlines and resolve review comments
- Review fiscal year-end tax provisions, book-to-tax differences, tax character adjustments, ROCSOP analyses, and financial statement tax disclosures
- Coordinate with fund auditors
- Oversee excise calculations, dividend and capital gain distribution estimates, and tax reallocation data used for shareholder reporting
- Guide quarterly Subchapter M diversification and gross-income testing
- Work with Fund Administration, portfolio teams, and other stakeholders to address potential compliance issues
- Serve as a senior contact for client tax questions and participate in prospective client discussions when needed
- Improve review controls, procedures, technology, and training so tax services remain accurate and scalable
Requirements:
- Bachelor’s degree in accounting, finance, or a related field, or equivalent relevant experience
- At least seven years of investment company or fund tax experience
- Substantial hands-on experience with RIC tax returns, excise tax, distributions, and Subchapter M compliance
- Experience reviewing complex tax work and guiding or supervising tax professionals
- Ability to research technical issues, exercise sound judgment, and communicate conclusions to clients, auditors, and cross-functional teams
- Strong organization and project management skills, with the ability to manage competing deadlines across multiple funds
- Preferred: Direct experience with ETF tax operations, including in-kind creations and redemptions and the tax treatment of complex investments
- Preferred: CPA or master’s degree in taxation
- Preferred: Experience improving tax processes, controls, and systems in a growing fund administration environment