Senior Tax Accounting Associate

Requisition Number: 76548

Position Title:

External Description:

About the Position

We are seeking an adaptable and innovative tax senior associate to join our Investment Tax team.   

You will join a team committed to operational excellence and a shared sense of purpose in serving the organization and our clients.  You will be challenged to manage risk and optimize processes by engaging with a variety of internal teams and external partners and vendors.

You will review tax provisions, distribution calculations, qualification requirements, shareholder tax reporting and tax compliance for mutual funds and ETFs.  You will also apply taxation of financial products knowledge to fund holdings.  We utilize an external tax service provider and you will participate in the oversight.  You will use your technology skills to identify and automate tax operational tasks.

Role Summary

Applies working and conceptual knowledge of practices related to taxation and tax accounting. Develops and delivers tax process documentation, training content, and super user support and ensures content is delivered. Responsible for the accuracy and completion of own work.

Responsibilities

• With minimal guidance, completes day-to-day tax activities in accordance with tax guidelines, including preparing and maintaining tax records, returns, and reports. Performs reviews to ensure tax filing compliance with the organization's policies and IRS regulations.
• Summarizes findings and collaborates with senior staff and the business units in developing plans for remediating tax reporting and filing deficiencies and oversees the remediation status/progress.
• Partners with senior tax analysts and managers to identify key performance indicators (KPIs) to monitor and manage business performance.
• Acts as the liaison between reporting vendors and lines of businesses and ensures those businesses are reporting proper tax information.
• Provides less experienced staff with direction and training sufficient to meet the needs of the Tax Compliance Program.

Qualifications

Required:

• Bachelor's degree AND
• 2+ years of total relevant work experience

Preferred:

• Expertise in regulated investment company and financial product taxation
• Experience with technology tools including advanced Excel functions, Power BI, and Alteryx
• Advanced degree such as Masters of Tax or Masters of Accounting
• CPA

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

City:

State:

Community / Marketing Title: Senior Tax Accounting Associate

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.