• Assist with the tax provision process, ASC 740 documentation and financial statement disclosures for regulated investment companies (mutual funds).

• Become acquainted with technical tax concepts in the area of financial products, including financial derivatives such as futures, options and swaps.

• Cultivate technical tax knowledge in the specialized areas of regulated investment companies (Subchapter M) and investment partnerships.

• Evaluate foreign investments for treatment as passive foreign investment companies and develop knowledge with respect to IRC §1297 and related sections and regulations.

• Gather and analyze tax data on master limited partnerships with special attention to IRC §751.

• Collect required information reporting form documentation, evaluate forms and organize documentation retention.

• Gain exposure to the tax rules in foreign markets in which our mutual funds invest and participate in the tax documentation requirements for registration, foreign tax relief at source and foreign tax reclaims.

• Special projects and process improvement projects as identified.

• Accounting or Finance major preferable

• Interest in pursuing a tax-related career

• Currently a junior or senior college student, intention to pursue a masters in tax a plus

• Strong Microsoft Office skills

• Strong verbal and written communication skills

• Self-starter and ability to work independently while handling multiple tasks

• Good analytical and problem solving skills

• Expected to maintain an extremely high degree of accuracy

• Inquisitive, wants to understand the reasons underlying a process or procedure

• High degree of motivation, adaptability and flexibility

OppenheimerFunds is a leading global asset manager dedicated to serving the diverse needs of our clients that range from institutions to financial advisors to individual investors.