Mutual Fund Tax & Escheatment Specialist

A financial services firm in Cincinnati, Ohio is seeking a Regulatory Reporting Specialist to ensure compliance with state abandoned property laws through accurate reporting of tax-reportable shareholder activity. This role involves generating shareholder tax forms, reconciling outputs, and managing shareholder records. Candidates should have a Bachelor’s degree in business administration and 2-3 years of experience in mutual fund operations. Strong analytical skills and proficiency in Microsoft Office are essential.
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