Top 16 Fund administration officer Jobs in Columbus

Tax Administrator I
Ultimus Fund Solutions —Columbus, OH
- $50,000 - $55,000 a year
- Full-time
- Research
- Office
- Finance
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AVP, Fund Compliance - Mutual Funds
Ultimus Fund Solutions —Columbus, OH
- $75,000 - $100,000 a year
- Full-time
- Writing skills
- Office
- 3 years
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Program Administrator 2 - IT (PN 20036289)
State of Ohio - Developmental Disabilities - Central Office —Columbus, OH
- $33.32 an hour
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Senior Financial Analyst
State of Ohio - Job & Family Services —Columbus, OH
- $31.47 an hour
- Online Application
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Revenue Cycle Manager (Financial Manager) - 20039248
State of Ohio - Behavioral Health —Columbus, OH
- $43.09 an hour
- Online Application
- Background check
- Office
- Finance
- Paid holidays
- Health insurance
Client Relationship Officer - Commercial Admin Total Bank
WesBanco Bank, Inc. —Columbus, OH
- Remote
- Computer literacy
- Research
- Mid-level
IT Project Manager 2 - 20038304
State of Ohio - Behavioral Health —Columbus, OH
- $48.93 an hour
- Overtime
- Background check
- Computer Science
- Office
- Paid holidays
- Health insurance
3d
Manager, Financial Operations - Pathology
The Ohio State University —Columbus, OH
- Full-time
- Background check
- Pass drug screening
- Master's degree
Police Officer (ENTRY LEVEL)
City of Grandview Heights —Grandview Heights, OH
- $33.19 - $56.94 an hour
- Weekends as needed
- Background check
- OSHA
- Ability to walk for extended periods
- Wellness program
- Paid parental leave
Assistant Finance Director
City of Groveport —Groveport, OH
- $74,239.24 - $96,003.96 a year
- Full-time
- CPA
- 5 years
- Writing skills
- Paid parental leave
- Paid holidays
Quick Apply
Clinical Services Specialist
Delaware County, OH —Delaware, OH
- $29.22 - $47.13 an hour
- Overtime
- Psychiatry
- Addiction Medicine
- 5 years
Attorney-Advisor (Contract)
US Defense Logistics Agency —Whitehall, OH
- $131,245 - $170,624 a year
- Online Application
- Writing skills
- Pass drug screening
- 3 years
Police Officer (LATERAL)
City of Grandview Heights —Grandview Heights, OH
- $44.93 - $55.29 an hour
- Weekends as needed
- Background check
- OSHA
- Ability to walk for extended periods
- Wellness program
- Paid parental leave
Academy Training Developer (20081732)
State of Ohio - Rehabilitation & Correction - Operation Support Center —Orient, OH
- $33.35 an hour
- Online Application
- Management
- Criminal background check
- Senior level
- Paid holidays
- Health insurance
8h
Manager, Capital Finance & Grants Management
Central Ohio Transit Authority —Columbus, OH
- $93,953.60 - $110,531.20 a year
- Full-time
- CPA
- 5 years
- Office
- Commuter assistance
- Paid parental leave
Quick Apply
10d

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Tax Administrator I
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in business administration, tax, accounting, finance, or related field. Researches and analyzes federal and state tax laws and regulations,…
$50,000 - $55,000 a year
Quick Apply
AVP, Fund Compliance - Mutual Funds
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in business administration, finance, or related field. Manages associates within department including, but not limited to, hiring, training,…
$75,000 - $100,000 a year
Quick Apply

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Tax Administrator I

Ultimus Fund Solutions -
Columbus, OH

Quick Apply

Job Details

Full-time
$50,000 - $55,000 a year

Qualifications

Employee relationship building
Stakeholder relationship building

Full Job Description

SUMMARY
The Tax Administrator I is responsible for performing mutual fund regulatory and tax reporting functions in a manner that ensures fund objectives are met for the clients of Ultimus Fund Solutions.

KEY ACCOUNTABILITIES
TAX PREPARATIONS

Prepares estimated year-end income and capital gain distributions.
Prepares Subchapter M and Excise tax provision work papers.
Calculates fund distribution requirements to satisfy both income and excise requirements.
Prepares tax work papers and distribution analyses for mutual funds.
Determines the fund tax status of investments and the identification of book and tax differences.
Analyzes simple general ledger accounts to provide roll-forward of tax accounts and to identify items of income and expense that would require a tax treatment different than book.

TAX COMPLIANCE AND REPORTING

Researches and analyzes federal and state tax laws and regulations, and court or other regulatory agencies rulings or decisions to present to managers.
Participate in efforts with the financial administration department for the development of tax and regulatory compliance for reporting to regulatory agencies, board of directors and financial officers.
Maintains current knowledge of IRS tax law requirements.

AUDIT ADMINISTRATION

Gathers information needed to respond to requests from external audit firms and regulatory agencies.
Gathers information needed to respond to IRS and auditor requests in connection with formal or informal audits.

WORKING RELATIONSHIPS

Daily contact with the financial administration department regarding tax implications of investment activities.
Contact as needed with regulatory agencies and audit firms regarding general information, resolution of issues, and inquiries of reporting requirements.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business administration, tax, accounting, finance, or related field.
0-2 years of experience with taxation and administration of mutual funds.

KNOWLEDGE

Tax laws and procedures applicable to investment companies.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Equivalent education, experience, and KSA’s will be considered.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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Refine Your Search

fund administration officer jobs in columbus

Tax Administrator I

AVP, Fund Compliance - Mutual Funds

Program Administrator 2 - IT (PN 20036289)

Senior Financial Analyst

Revenue Cycle Manager (Financial Manager) - 20039248

Client Relationship Officer - Commercial Admin Total Bank

IT Project Manager 2 - 20038304

Manager, Financial Operations - Pathology

Police Officer (ENTRY LEVEL)

Assistant Finance Director

Clinical Services Specialist

Attorney-Advisor (Contract)

Police Officer (LATERAL)

Academy Training Developer (20081732)

Manager, Capital Finance & Grants Management

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