Financial Analyst Financial Analyst …

The Jacobson Group
in Radnor, PA, United States
Temporary, Full time
Last application, 20 Jan 20
30-35/hr.
The Jacobson Group
in Radnor, PA, United States
Temporary, Full time
Last application, 20 Jan 20
30-35/hr.
The Jacobson Group is seeking a temporary tax specialist to Join our client's mutual fund - tax team. As a tax specialist/Financial Analyst, you will be responsible for the successful and accurate preparation of the tax accounting and tax computations for the Lincoln Regulated Investment Companies (RIC)

In the tax function, you will prepare year-end tax basis adjustments in accordance with U.S. tax code for various investment securities; perform and review book and tax form reconciliations; calculate taxable income

Perform the RIC qualification tests (Asset Diversification Tests) including, but not limited to: addressing complicated issues related to the qualification tests; ensuring compliance tests are prepared accordingly;

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