Fund Tax Senior Consultant

San Mateo, California 94403

Post Date: 02/05/2018 Job ID: 1319 Job Category: Accounting/Finance

Fund Tax Senior Consultant

Industry: Investment Management

Status: Full Time Employee

Location:  San Mateo, California


  • A leader in global investment management with 70 years of providing successful investment solutions
  • Headquartered on the center of the Peninsula, with 50+ global offices
  • This organization dedicates itself to their mission of placing clients first, relationship building, and working with integrity


  • Generous employee stock investment plan, personal financial planning sessions, commuter benefits and tuition assistance
  • Professional growth is encouraged and our client will work closely with you to achieve your personal performance objectives
  • Known for the longevity of their employees, ensuring a long-term fit


  • This is an opportunity to contribute to the development of tax positions on matters of tax law and tax accounting policy
  • You will have the chance to participate in various tax compliance and research projects
  • You will assist developing tax staff
  • You will be responsible for preparation or review of annual tax return filings, qualification testing, financial report excerpts, shareholder notices, and information for year-end tax reporting
  • You will provide distribution planning and income forecasting for mutual funds


  • Proficient with Microsoft Office, tax research products, and other tax and financial applications
  • 5+ years of experience in a public accounting firm
  • Exposure to taxation of corporations, partnerships, and trusts
  • Licensed Certified Public Accountant
  • Bachelor’ s degree with an emphasis on accounting, finance, or tax



At ABA Search, we value professionalism, honesty, and hard work. We’ re positive, innovative thinkers, and we use creativity to turn challenges into opportunities. We love to learn, and we continuously seek new ways to deepen our expertise. We’ re energized by the legal industry, passionate about staffing, and committed to the success of our clients and candidates. That' s what makes us “ the name to know in recruitment.”


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