Contract Tax Manager – Fund Administration (Mutual Funds / ETFs)

📍 Boston, MA | Hybrid (3 days in office, 1 day remote)
📅 Contract: October 1, 2026 – March 31, 2027
⏰ Approximately 36 hours per week

A premier Boston-based financial services firm is seeking an experienced Contract Tax Manager to join its Fund Administration team. This is an excellent opportunity for a seasoned investment management tax professional to support tax oversight and compliance for a portfolio of mutual funds and ETFs during a critical reporting period.

Responsibilities

Review and oversee mutual fund (RIC) income tax and excise tax provisions and supporting workpapers
Review federal and state tax returns and supporting documentation
Oversee year-end 1099 reporting and ensure compliance with IRS regulations
Monitor compliance with Subchapter M and regulated investment company (RIC) requirements
Review distribution calculations and tax estimates supporting shareholder reporting
Partner with fund accountants, custodians, auditors, and external tax providers to ensure accurate and timely deliverables
Support tax-related financial reporting and regulatory disclosures
Research and interpret tax regulations affecting investment funds
Assist with tax matters related to fund launches, mergers, liquidations, and other fund events

Qualifications

10+ years of experience in mutual fund (RIC) and/or ETF taxation
Strong knowledge of Subchapter M and regulated investment company tax rules
Experience reviewing tax provisions, tax returns, 1099 reporting, and distribution calculations
Investment management, fund administration, or investment company tax experience
Ability to work independently in a fast-paced, deadline-driven environment
Excellent communication and collaboration skills

Preferred Experience

CPA or public accounting background
Experience supporting mutual funds, ETFs, or other investment companies
Familiarity with fund administrators, custodians, and auditors
Experience with complex securities and investment products

Why Apply?

Join a highly respected Boston financial services organization
Hybrid work schedule
Opportunity to work on sophisticated mutual fund and ETF tax matters
Collaborative team environment
Competitive contract opportunity from October 2026 through March 2027

If you have a strong background in mutual fund taxation, RIC compliance, Subchapter M, 1099 reporting, and investment company tax, we'd love to hear from you.

Apply today for confidential consideration.

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