Senior Tax Analyst for Financial Institutions

3 hours ago

Pasay, National Capital Region, Philippines beBeeFundFinance Full time ₱800,000 - ₱1,200,000
Job Overview

We are seeking a detail-oriented and highly motivated Fund Management Senior Analyst to join our team.

  • The ideal candidate will have a strong foundation in tax compliance and investor-level tax reporting to ensure the accuracy, completeness, and timeliness of tax documentation prepared by third-party administrators.
  • Key responsibilities include detailed first-level reviews of tax documentation prepared by third-party tax vendors and administrators for end-investors.
  • Review static and dynamic data in tax workbooks for accuracy and completeness.
  • Validate tax calculations and ensure proper application of tax rules.
Responsibilities
  • Tax Season Support: The selected candidate will lead efforts in tax support sourcing, including pulling backup documentation and organizing files within secure portals during tax finalization season.
  • Composite Filing and Coordination: Coordinate composite state filings for applicable investor accounts; liaise with service providers to meet filing requirements across jurisdictions.
  • Investor Communication & State Inquiry Letter Management: Serve as primary contact for tax inquiries, partner with Investor Relations and Compliance teams to clarify tax treatments and reporting issues, and review state tax inquiry letters.
Qualifications
  • Bachelor's Degree in Accounting, Finance, Business, or related field; CPA or advanced tax coursework a plus.
  • 1-3 years of experience in fund accounting, tax review, or similar role within asset management or public accounting.
  • Strong understanding of K-1/K-3 reporting, federal and state tax returns, and composite filings.
  • Familiarity with private funds structures preferred.
  • Proficiency in Microsoft Excel; experience with tax preparation software or data review systems is a plus.
  • Exceptional attention to detail with the ability to manage multiple priorities under tight deadlines.
  • Strong interpersonal and communication skills to interact with external administrators and internal stakeholders.
Additional Information
  • This role may require extended hours during peak tax seasons.
  • Exposure to investor-level reporting in a regulated environment is valued.
  • Opportunities for career growth into broader fund finance or tax management roles.

Work Details
  • Work Shift: Night Shift
  • Work Setup: Hybrid – at least 2-4x a month RTO

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