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Mutual Fund Tax Jobs (NOW HIRING)

KPMG

Hedge Fund Tax Senior Associate

Denver, CO

$83K - $104K/yr

A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting * Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an ...

Invesco Ltd.

Tax Manager

Houston, TX · On-site

$125 - $150/hr

The Fund Tax team is responsible for overseeing tax compliance and reporting for registered investment companies (RICs), including ETFs and mutual funds. The team partners closely with Fund ...

Dimensional Fund Advisors

Manager, Investment Tax

Austin, TX · Hybrid

$110K - $144K/yr

Serves as a subject matter expert for tax implications related to ETF share class within a mutual fund. * Supports portfolio management to employ tax-loss harvesting techniques to manage capital ...

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Mutual Fund Tax information

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$60K

$89.8K

$161.5K

How much do mutual fund tax jobs pay per year?

As of Sep 7, 2026, the average yearly pay for mutual fund tax in the United States is $89,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $94,500.00 per year, depending on experience, location, and employer.

What is a mutual fund tax?

A Mutual Fund Tax job involves managing the tax compliance and reporting requirements for mutual funds. Professionals in this role ensure that funds adhere to tax regulations, calculate tax provisions, and prepare necessary filings with regulatory authorities. They also analyze the tax implications of investment transactions and assist in optimizing tax strategies to benefit investors. This role requires knowledge of tax laws, accounting principles, and financial products.

What are the key skills and qualifications needed to thrive in the mutual fund tax position, and why are they important?

To excel in Mutual Fund Tax roles, candidates typically need specialized knowledge in tax regulations, securities accounting, and mutual fund structures, often supported by a degree in accounting, finance, or related fields. Familiarity with tax compliance software (e.g., GoSystem Tax RS, OneSource), advanced Excel skills, and a CPA or similar certification are highly valued. Strong analytical thinking, attention to detail, and effective communication help professionals stand out in this field. These skills ensure tax accuracy, compliance, and seamless collaboration with fund administrators, auditors, and compliance teams.

What are some common challenges faced in a mutual fund tax role?

Professionals in Mutual Fund Tax roles often deal with complex and evolving tax regulations, which require continuous learning and adaptability. Accurately calculating tax provisions, handling multiple filing deadlines, and ensuring compliance across numerous investment products can be demanding. The role also involves collaborating closely with fund accountants, auditors, and legal teams to resolve discrepancies or interpret regulation changes. Effective organizational skills and attention to detail are crucial to managing these challenges and maintaining compliance for mutual fund clients.

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What cities are hiring for Mutual Fund Tax jobs?

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What are the most commonly searched types of Mutual Fund Tax jobs?

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What states have the most Mutual Fund Tax jobs?

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Mutual Fund Tax jobs near you
Infographic showing various Mutual Fund Tax job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 87% In-person, 9% Hybrid, and 4% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Hedge Fund Tax Senior Associate

KPMG

Denver, CO

$83K - $104K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.

Responsibilities:
  • Support Tax Managers and Partners in the day-to-day management of client portfolio
  • Take responsibility for overall engagement planning and job administration
  • Keep management informed on the progress of important engagement and client relationship issues
  • Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met
  • Execute various aspects of compliance with moderate to minimum direction from management
  • Supervise several associate staff members on large and complex engagements when appropriate
Qualifications:
  • A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting
  • Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university
  • Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations
  • Exceptional skills in reviewing 1065 and 1120-RIC tax returns
  • Ability to meet challenging client requirements and provide services
  • Strong communication, interpersonal, analytical, and research abilities
KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.

Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B_4_26

KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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