Senior Tax Services Lead jobs in United States
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Allspring Global Investments · 1 day ago

Senior Tax Services Lead

Allspring Global Investments is seeking a Senior Fund Tax Specialist/Lead to oversee tax-related activities for mutual fund operations. This role involves ensuring compliance with tax regulations and optimizing tax strategies, while maintaining strong communication with various teams.

Asset ManagementConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Ensure all mutual fund tax filings are accurate and timely, including federal, state, and local tax returns
Oversee the preparation of tax provisions and disclosures for financial statements
Complete tax reclaim documentation
Assist with oversight of tax compliance and reporting for Luxembourg investment products
Participate in special projects, including but not limited to fund mergers, in-kind redemptions and new product launches
Maintain a proactive relationship with Product, Investments, and Legal

Qualification

Mutual fund tax experienceAccounting degreeFinance degreeAnalytical skillsMS Office proficiencyCommunication skillsOrganizational skillsDetail-orientedTeam oriented

Required

4+ years of experience in mutual fund tax, accounting or finance (or related field)
Bachelor's degree in Accounting, Finance, or a related field
Strong analytical, problem-solving and organizational skills
Strong verbal and written communication and interpersonal skills
Detail-oriented
Ability to change priorities quickly
Team oriented attitude
Strong computer skills including MS Office, Word, MS Outlook and Excel

Benefits

Participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans)

Company

Allspring Global Investments

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Allspring Global Investments is a provider of financial services.

H1B Sponsorship

Allspring Global Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (3)
2022 (4)

Funding

Current Stage
Late Stage

Leadership Team

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Megan Miller
Equity Chief Operating Officer
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Tony Orestano
Market Leader | Regional Director
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Company data provided by crunchbase