PGIM Investments - Associate, Mutual Fund Taxation

Job Classification: Finance & Accounting - Finance & Accounting What you can expect We are seeking an individual to serve as a mutual fund tax specialist that will assist with all aspects of tax compliance and reporting. This person will coordinate workflow, assignments, and deadlines with both the tax and financial reporting teams. This individual will communicate with many internal and external partners, including Product, Legal, Compliance, custodian banks and external tax firms. In addition, the individual will be responsible for ongoing research for complex portfolio holdings and legislative changes. Responsibilities Review mutual fund tax compliance work. Review of return of capital distributions, corporate actions, and REIT adjustments for GAAP and tax purpose. Review financial statement tax disclosures. Review of federal, state, and local tax returns. Review year-end shareholder reporting. Support internal partners related to 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. What you will bring 3+ years of experience in mutual fund taxation CPA and/or Masters in Tax preferred Strong technical mutual fund tax skills Bachelor's degree in accounting Strong analytical skills with high attention to detail Ability to manage multiple priorities and deadlines Strong communication skills What will set you apart Experience specific to Chapter M Taxation knowledge across mutual funds, ETFs, and alternatives Work experience within a "big-4" firm PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What we offer you Medical, dental, vision, life insurance and PTO (Paid Time Off) Retirement plans: 401(k) plan with generous company match (up to 4%) ; Company-funded pension plan Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional health, and career development. Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations. To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Salary Range Disclosure The salary range for this role is from $90,000 to $110,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. About PGIM Investments PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success. A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 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 company's 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. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential. PEOPLE WITH DISABILITIES: If you need an accommodation to complete the application process, which may include an assessment, please email . Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email to request assistance.

Created: 2024-11-12