1+ months

Manager, Mutual Fund Tax Compliance - PGIM Investments - MF 0002B

Newark, NJ
  • Job Code
Primary Location United States-New Jersey-Newark (NJ)

PGIM, the global investment management businesses of Prudential Financial Inc., is one of the worlds leading money managers.
With offices in 16 countries and over $1 trillion in assets under management, clients rely on our risk management expertise, intellectual capital and creative solutions to realize their investment objectives.
We are passionate about delivering investment returns for our clients and dedicated to our greatest asset our people.
Do you want to be part of a multi-manager model that enables each business to maintain its own investment culture?
Learn more about who we are and how we can work together.

At PGIM Investments, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges.
We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management.
Are you interested in opportunities to expand skills, connect with others, take on significant projects, and stretch beyond the formal job descriptions?

The primary responsibilities of the role include but are not limited to:
Oversee mutual fund tax compliance work, review accuracy of provisions and dividend calculations. Coordinate workflow, assignments and deadlines.
Review financial statement tax disclosures.
Review of federal, state and local tax returns.
Review year-end shareholder reporting.
Develop policies and procedures on various tax items and establish, document and review controls to maintain RIC tax qualifications. 
Review excise tax work.
Coordinate mutual fund tax functions with fund auditors, accounting, and other operational departments.
Support portfolio managers on tax considerations and impacts. 
Responsible for review and research of complex holdings, including but not limited to partnerships, MLPs, swaps, options, foreign currency, shorts, notional principal contracts, convertible debt and passive foreign investment companies.
Oversight of custodian banks tax reclaim services.
Oversight of foreign jurisdictions taxation and impacts to mutual funds.


Bachelors degree in business/accounting
5 years experience in mutual fund taxation
CPA and/or Masters in Accounting or Tax preferred
Strong technical mutual fund tax skill
Strong excel skills
Strong analytical skills with high attention to detail
Ability to manage multiple priorities and deadlines
Excellent leadership, organizational and communication skills

@!*!Prudential is a multinational financial services leader with operations in the United States Asia Europe and Latin America. Leveraging its heritage of life insurance and asset management expertise Prudential is focused on helping individual and institutional customers grow and protect their wealth. The companys well-known Rock symbol is an icon of strength stability expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services including life insurance annuities retirement-related services mutual funds asset management and real estate services. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-10-20 Expires: 2020-12-18

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Manager, Mutual Fund Tax Compliance - PGIM Investments - MF 0002B

Newark, NJ

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