Hartford Funds is seeking a Tax Manager to join the Fund Treasury Team. The Tax Manager should be a self-starter and proactive individual with strong technical tax skills. The Tax Manager will work directly with the Tax Director and Funds’ Treasurer in managing all tax related information for the Hartford Funds’ products. This individual will not be responsible for managing a team but managing the various service providers engaged by the Funds and working with various stakeholders from the business. This role will have the ability to enhance current processes and identify efficiencies where applicable.
This position will follow the Hartford Funds’ hybrid office/work from home arrangement.
Job Responsibilities:
The responsibilities for this position may include but are not limited to some or all the following:
- Prepare the ASC 740 analysis and impact on the funds.
- Assist in the review and oversight of the tax preparation outsourced service provider.
- Review of monthly, quarterly, and annual distributions.
- Review of fiscal year-end and excise tax provision work-papers.
- Review of financial statements, prospectus, and SAI to ensure all tax sections are properly represented.
- Review of tax return preparation and filings, including extensions.
- Oversight of year-end ICI reporting, including the review and coordination of supplement tax reporting.
- Assist Tax Director with new product launches including tax structure set up, research, updating of internal policies and procedures.
- Assist in tax planning and conversations with senior management and sub-advisors.
- Responsible for analysis and suggest improvements in technology, processes, and procedures.
- Responsible for the content posted to the Tax page of the funds’ website.
- Oversight of the relationship with the various foreign tax agents, including high level review of quarterly and annual filings.
- Coordinate with the various teams to ensure all filings are complete for tax reclaim processing, withholding at source and establish department procedures.
- Ensure timely filing and payment of all federal/state/local/NRA tax liabilities.
- Respond to federal/state/local/NRA tax notices and inquires.
- Stay current with applicable federal, state, local, and NRA reporting requirements.
- Research and interpret federal/state/local/NRA tax withholding and reporting regulations.
- Responsible for customer satisfaction, managing and meeting internal and external client expectations and supporting the goal of 100% client satisfaction.
Position Requirements
- BA/BS degree preferably in Accounting, Finance, or business-related field
- Minimum 5-8 years of experience working in public accounting or a private firm reviewing tax work related to regulated investment companies
- Microsoft Excel and Word proficiency required
- 1099-Composite and 1099-R reporting experience preferred
- Federal/State/local/NRA withholding, and reporting experience strongly preferred
- Adaptable/flexible; ability to work in a dynamic, fast-paced environment
- Problem solving skills, including the ability research the applicable rules and guidance
- Organizational and analytical skills
- Interpersonal and effective verbal and written communication skills
- Must be able to work independently, as well as in a team
- Support team leader/manager on team projects
