Tax Associate Tax Associate …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Tax Associate
Mutual Funds Tax Associate Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Tax-Associate_JR003987-1/apply

By joining Eaton Vance, youll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

Preparation of Regulated Investment Company (RIC) fiscal year-end tax provisions, financial statement tax footnotes, dividend distributions and estimates, subchapter M compliance tests, year end shareholder information reporting, and excise distribution requirement calculations. Assist in the oversight of 3rd party tax return preparers and other vendors.

Primary Responsibilities:

  • Preparation of monthly, quarterly and annual dividends.
  • Preparation of interim QDI, excise and capital gain estimates.
  • Preparation of quarterly subchapter M compliance tests.
  • Preparation of year-end shareholder tax information.
  • Preparation of year-end tax provision and financial statement tax footnotes.
  • Review of tax returns prepared by 3rd party.

Job Requirements:

  • Bachelors degree in accounting or finance
  • Proven ability to manage processes internally and externally
  • Strong oral and written communication skills
  • Strong organizational skills
  • Experienced in Microsoft Office
  • Ability to work well in and contribute to a team environment
  • Attention to detail
  • RIC tax experience preferred

This policy applies to Eaton Vance Corp. and all subsidiary companies (the Company).

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Posted YesterdayFull timeJR003987

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.