Tax Management Associate
About the job
- A bachelor's degree in accounting or finance, or equivalent work experience.
- Two to four years of related work experience.
- Strong communication skills.
- Knowledge of and practical experience applying mutual fund industry tax laws and regulations.
- Assist the VP of Tax Management in overseeing Tax Administration Services and contribute to the growth of the firm's tax services and value-added offerings.
- Partner with Fund Administration leadership and the VP of Tax Management in building out tax administration services.
- Assist the Fund Administration Team with analysis and calculation of dividend and capital gain distribution rates.
- Prepare ROCSOP and required tax adjustments and classifications for shareholder reports.
- Prepare income and excise tax returns.
- Calculate and monitor book-to-tax differences.
- Provide tax re-allocation data for shareholder 1099 reporting.
- Coordinate preparation of financial statement tax disclosures.
- Prepare fiscal year-end tax provisions for auditors.
- Prepare excise distribution calculations for auditors.
- Assist with research into the tax impact of all security types within client ETFs.
- Specific experience with exchange-traded funds is strongly preferred.
- Ability to adapt to a fast-paced, team-oriented environment.
- Strong organizational and time management skills.
- Ability to adapt to a changing technological environment and exposure to multiple fund accounting and reporting systems.
About the company
Tidal Financial Group provides white-label ETF solutions for asset managers, institutional investors, and financial advisors. It offers an end-to-end fiduciary platform that covers regulatory compliance, marketing support, and ongoing ETF management, so clients can focus on investment strategy. Clients launch ETFs under their own brands and distribute them globally to retail investors, advisors, intermediaries, and institutions, with Tidal earning service and management fees. The company aims to democratize access to ETF launches and expansion by simplifying compliance, marketing, and distribution to open new revenue channels worldwide.
Company Size
11-50
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$32M
Headquarters
New York City, New York
Founded
2016
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Simplify's Take
What believers are saying
- Tidal reported $74 billion AUS and 90+ new ETFs launched in 2026.
- Gavin Filmore became CEO on January 1, 2026, sustaining client continuity.
- The January 2025 ZEGA acquisition expands Tidal’s derivatives capability for new income ETFs.
What critics are saying
- ETF commoditization squeezes Tidal’s fees as issuers demand cheaper platforms in 2026.
- A few marquee sponsors drive visibility; any YieldMax or Defiance departure cuts revenue fast.
- SEC scrutiny on complex option and crypto ETFs can halt launches and damage Tidal.
What makes Tidal Financial Group unique
- Tidal runs 440+ ETFs with 110+ issuers, spanning launch through trading.
- Its ZEGA acquisition doubled trading talent, strengthening derivatives-heavy ETF execution.
- Tidal’s flexible white-label stack lets sponsors outsource compliance, operations, and distribution.
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Benefits
- Remote Work Options
- Hybrid Work Options