Posted: Monday, September 4, 2017 12:14 AM
Are you looking for a new challenge to support a growing fund business? Do you pride yourself in working collaboratively with the both internal and external clients? Do you thrive off of being a business partner and providing the business with key materials we need to keep up with the pace of growth? If so, we are seeking to add a new member to our dynamic team and you may be a great fit We are looking for you to bring the following to the table:Highly organized with the ability to efficiently and accurately manage multiple projectsCompletes tasks on time with minimal supervisionStrong attention to detailProven abilities in researching and resolving problemsDevelop and maintain courteous and effective working relationships with internal and external clients, vendors and/or any other representatives of external organizationsAbility and desire to work in a collaborative, team environmentAspire to become a subject matter expert, to share gained knowledge with others through training and by providing feedback during reviewsYou will be working with a great team that is challenged to:Collaborate with outside fund administrators to review, reconcile, and analyze books and recordsReview and/or prepare financial statements and coordinate auditsPrepare fund budgets and ensure proper coding of expensesUnderstand the Fund structures offered and ensure global fund tax complianceParticipate in specialized and complex projects Work with the Finance team to implement diverse projects to support the firmA?s long:term strategic goals Develop, implement and maintain company policies and procedures Automate and improve existing processes and methodologies We are seeking a team:player to assist with the above and specialize in:Research tax rules and regulations on fund tax and investment tax compliance in multiple jurisdictions Interpret tax laws and regulations and apply to ensure compliance. Maintain current knowledge of, and adheres to federal, state and local tax laws.Determine effects of business activities on taxes and develop strategies for minimizing tax liability. Qualifications: BachelorA?s degree in Finance or Accounting (or related discipline) required, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities. Intermediate to advanced Excel skills Excellent communication skills Preference to:CPA, or public accounting experience3:5+ years progressive experience in Fund Accounting and/or Tax ComplianceInternational accounting and/or tax experienceExperience with an international money manager or similar financial services business Fisher Investments is an equal opportunity employer.
• Location: camas, Portland
• Post ID: 22806862 portland