Director – Mutual Fund Tax

Job ID
2018-1301
Category
Operations
Jersey City
NJ

Overview

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?

 


Job Overview:

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

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

Qualifications

  • Ten + years of Regulated Investment Company tax experience - public accounting preferred
  • Strong analytical and problem solving skills
  • Excellent verbal and written communication skills required
  • Strong knowledge of Excel
  • Bachelor’s Degree required, Masters in Taxation and/or CPA preferred

 


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.

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