Teams 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.

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.