About Lord Abbett:
Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.
From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.
We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.
Now that you know our history, are you ready to be part of our future?
The Director of Mutual Fund Tax will be responsible for all tax matters relating to the Lord Abbett domestic comingled vehicles including Mutual Funds, Partnerships and CITs.
Responsibilities include, but are not limited to:
Responsible for overseeing Regulated Investment Company tax compliance
Review tax provisions and financial statement tax disclosure
Review year end Excise Tax distributions
Compute/review tax adjustments related to complex securities including swaps, options, forwards, futures, CPDI and others
Prepare/review year end tax reporting including the ICI file, shareholder tax guide and 1099s
Review partnership tax returns including allocations and tax adjustments
Review RIC income, excise and state tax returns
Maintain the content of the Lord Abbett Tax Center
Monitor distribution yield and review monthly/quarterly dividends paid
Represent the Tax Department at product meetings
Work closely with Director of Taxation on strategic initiatives
Liaise with tax advisors as needed
Keep current with tax law changes that may affect Lord Abbett’s products and investments
Liaise with all investment operations teams, legal and compliance, distribution, fund administration, portfolio management and various service providers
Work collaboratively with management to develop recommendations and identify improvement opportunities
Motivate, lead, and train group of four tax professionals
Personal Characteristics Required:
Proactive, collaborative team player
Takes initiative and self-motivated
Outstanding interpersonal, communication and follow-up skills
Ability to plan and manage several initiatives concurrently
Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.