Harbor Capital Advisors is seeking an experienced Tax Accountant to join its collaborative Tax and Corporate Accounting & Finance teams. This role will focus on asset management tax compliance, reporting, and planning across corporate and fund tax matters, including regulated investment company tax compliance and related financial reporting support. The successful candidate will be a detail-oriented tax professional who can review complex tax filings, coordinate effectively with internal teams and external service providers, and contribute to process improvement and automation initiatives. The role offers exposure to corporate tax, fund tax, tax controversy, financial statement disclosures, and projects that support Harbor's continued operational innovation.
Tax Compliance and Reporting
Review federal corporate and fund tax filings, including Forms 1120 and 1120-RIC, and related supporting schedules.
Assist with state and local tax compliance, including apportionment, estimated payments, extensions, notices, and related filings.
Support tax reclaim and treaty relief filings, including coordination of documentation, service provider follow-up, and status tracking.
Assist with 81-100 group trust and collective investment trust compliance and reporting requirements.
Maintain tax calendars, documentation, workpapers, and review evidence to support timely and accurate filings.
Tax Provision, Financial Reporting, and Disclosures
Prepare and/or review corporate and fund tax provisions, related schedules, and supporting analyses.
Prepare and/or review regulated investment company (“RIC”) qualification tests.
Assist with financial statement tax disclosures and other tax-related reporting deliverables such as ASC 740 documentation.
Support Mutual Fund / ETF periodic distributions and related shareholder tax reporting.
Collaborate with Accounting, Fund Administration, Legal, Compliance, and external auditors on tax reporting matters.
Planning, Controversy, and Service Provider Coordination
Assist with tax controversy matters, including notices, inquiries, audits, and documentation requests.
Coordinate with service providers to manage deliverables, review work product, resolve open items, and ensure deadlines are met.
Monitor relevant developments in asset management, RIC, corporate, state, and foreign tax matters.
Automation, Data, and Continuous Improvement
Participate in tax automation projects designed to improve efficiency, controls, and repeatability in tax and accounting processes.
Use data analysis skills to validate tax data, reconcile outputs, identify anomalies, and summarize findings for stakeholders.
Bring curiosity about AI and emerging technology to help evaluate practical opportunities for accounting and tax process automation.
Document procedures and contribute to scalable workflows, dashboards, reports, and workpaper improvements.
Bachelor's degree in accounting, finance, taxation, or a related field.
CPA license or CPA eligible status required.
Approximately 3-6 years of relevant tax accounting experience.
Experience reviewing and/or preparing tax returns and related tax workpapers.
Working knowledge of corporate tax compliance, state tax compliance, tax provisions, and financial statement tax reporting.
Strong Excel skills and comfort working with large data sets.
High attention to detail and quality of deliverables.
Strong analytical, research, and problem-solving skills.
Ability to manage multiple deadlines in a fast-paced, deadline-oriented environment.
Excellent written and oral communication skills.
Strong organizational skills and ability to maintain clear workpapers and documentation.
Ability to work independently and as part of a collaborative team.
Professional judgment, intellectual curiosity, and willingness to learn new concepts, systems, and processes.
Proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and Microsoft Teams.
Compensation Pay Range: $90,000 - $110,000
This position is a hybrid opportunity based in our Chicago office. #LI-Hybrid
We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a portfolio. The next great solution can come from anywhere, and we’re passionately obsessed with the thrill of the chase. So, we aim to push boundaries and blaze trails. Our pursuit of excellence knows no bounds.
Unconstrained by geography and uncompromising in our due diligence, we scour the globe to find boutique partners with bold solutions. The hidden gems you’re unlikely to find anywhere else. The masters of their craft. The true artisans. The innovative thinkers who are exceptional at what they do and leaders in their distinct areas of focus. There aren’t many of them. But we’re always looking, always learning, always improving.
We seek to analyze from every angle, driven by an intense curiosity to understand what challenges advisors and how we can help them. We’re perpetual ponderers, non-stop thinkers, and market fanatics. The advisors who work with us are too. And we don’t just want to earn their trust – we want to keep it. That means sourcing solutions in an effort to outperform peers, working together to navigate market and product complexity, and digging into research with those who share our fervor for details.
As a manager of managers for most of our products, our independence enables a level of objectivity that we believe few others share. We're only biased when it comes to quality, so we can make swift decisions about who we partner with and what we recommend.
We love what we do, and the magic of success is something we want to share with our clients – and their clients.
Ready to get active? Visit www.harborcapital.com.
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