Senior Investment and Tax Reporting Specialist - Remote

Overview

The Senior Investment and Tax Reporting Specialist oversees financial reporting for GuideStone Funds, ensuring accuracy and compliance with accounting requirements while managing audits and tax reporting.

In Short

• Coordinate preparation and distribution of SEC filings.
• Manage annual audits with external auditors.
• Prepare board and management reporting.
• Interface with portfolio managers for economic impact modeling.
• Conduct fee revenue and expense analysis.
• Assist in federal and state tax reporting.
• Establish relationships with fund administrators and auditors.
• Oversee 1099 Reporting Project Team.
• Assist with special projects and process improvements.
• Flexible work schedules and generous benefits offered.

Requirements

• Bachelor’s degree required; Master’s and CPA preferred.
• 3+ years of experience in audit or tax in financial services.
• Strong analytical and problem-solving skills.
• Attention to detail is crucial.
• Proficient in MS Office and GuideStone systems.

Benefits

• Flexible work schedules.
• Community outreach opportunities.
• Generous benefits package.
• Tuition reimbursement.