Tax Manager
| Company | FNZ |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Proactive mindset with a passion for process improvement.
- Proven ability to manage multiple priorities under tight deadlines.
- A collaborative spirit, eager to share knowledge and support team growth.
- Flexible and adaptable to evolving business needs.
- Bachelor’s degree in related field or equivalent experience
- 5+ years of tax reporting or similar experience in a wealth management, investment, or financial services setting (U.S. or Canadian markets).
- Strong understanding of IRS and/or CRA tax regulations impacting investment accounts and reporting.
- Experience with tax reporting for registered and non-registered investment accounts (e.g., IRA/TFSA, Trusts, Corps, LLCs, RRSPs).
- Solid knowledge of wealth management operations; corporate actions taxability, cost basis adjustments, and withholding tax processing.
- Comfortable navigating tech platforms and collaborating with tech teams. Familiarity with systems such as BetaNXT Maxit, SQL, or wealth accounting tools a plus.
- Strong attention to detail and ability to work independently in a dynamic environment.
- Excellent communication and stakeholder management skills.
Responsibilities
- Lead day-to-day tax activities, including withholding tax monitoring and remittance to tax authorities (U.S.: IRS / State; Canada: CRA / RQ).
- Oversee client tax reporting deliverables (U.S.: Forms 1099, 5498, RMDs; Canada: T3, T5, NR4, T5008).
- Analyze investment transactions for tax reporting purposes: corporate actions, dividend/interest, gain/loss, amortization/accretion, and cost basis adjustments.
- Manage tax lot corrections, inheritance step-ups (DOD), and support fixed income reporting (e.g., OID, MBS, REMIC).
- Support accurate tax reporting for accounts such as IRA/NRA (Canada: RRSP, TFSA, RESP, RDSP) and registered/non-registered investment plans.
- Ensure timely distribution of tax data to advisors and stakeholders.
- Propose and implement process improvements to drive reporting accuracy and efficiency.
- Serve as the internal go-to for tax questions from operations, product, and client-facing teams.
- Support new client onboarding and tax-related platform integrations.
- Participate in daily tax meetings, contributing insights to streamline operations.
- Collaborate cross-functionally to align with product development, legal, and compliance teams.
Preferred Qualifications
- Familiarity with systems such as BetaNXT Maxit, SQL, or wealth accounting tools a plus.