Jobs at Tidal Financial Group

Supports tax administration and reporting for exchange-traded funds. Responsibilities include calculating dividend and capital gain distributions, preparing tax returns and shareholder reporting adjustments, monitoring book-to-tax differences, coordinating tax disclosures and provisions, and researching tax impacts across securities. The role partners with fund administration leadership, auditors, and clients while helping expand tax administration services.

Leads day-to-day tax administration for ETF funds, including RIC and excise tax returns, tax provisions, distributions, Subchapter M compliance, and shareholder reporting data. Manages tax professionals, reviews complex work, supports clients and auditors, resolves technical issues, and improves processes, controls, technology, and training. Requires substantial investment company or fund tax experience, with preferred ETF tax operations, CPA or master’s credentials, and process improvement experience.

Lead and scale ETF fund administration, overseeing regulatory filings, board reporting, audits, liquidity monitoring, operational controls, risk management, and service-provider relationships. Build scalable processes, develop senior teams, strengthen governance, improve efficiency, and partner with internal stakeholders and external fund ecosystem participants. Support regulatory exams, client due diligence, and platform growth while maintaining accuracy, accountability, and service quality.

Leads YieldMax’s brand and integrated marketing strategy, team, budget, campaigns, product launches, digital and social channels, influencer partnerships, content, investor education, events, and media relations. Measures audience growth, engagement, website activity, fund flows, and assets under management. Partners with leadership, sales, product, portfolio management, legal, and compliance to ensure effective execution and adherence to SEC and FINRA marketing requirements.

Lead content strategy and execution across LinkedIn, video, email, and web. Translate complex financial and regulatory topics into engaging thought leadership and client-facing content. Manage editorial calendar, partner with compliance/legal, track performance metrics, and iterate based on business impact.

This role involves the ownership and optimization of Bloomberg and trading platforms, partnering with traders to improve workflows and system configurations.