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Using discretion and judgment, under the direction of the Tax Director, develops, recommends and implements tax policy.
Provides technical assistance to Fund Treasury employees, as well as members of the Compliance Department, Legal Department, portfolio managers and outside vendors relating to Federal and state income tax matters affecting mutual funds managed by MFS. Provides assistance with regard to technical tax compliance matters, including income tax and excise tax review and/or preparation. Understands and provides guidance to employees and outside vendors on complex tax issues. Supervises Tax Manager. -Performs technical tax research and analysis of domestic and foreign tax issues with respect to timing and characterization of income, distribution policies, and withholding taxes. Designs, implements and continually improves department procedures to facilitate pro-active identification and resolution of tax issues. -Performs technical tax research and analysis with respect to fund transactions, such as mergers and acquisitions or liquidations, reorganizations, corporate actions and other matters affecting the funds or holdingsof the funds. Makes recommendations and prepares documentation with respect to these transactions. -Works with Treasurer, Assistant Treasurers and other interested personnel (including independent auditors, MFS Legal, MFS Compliance and MFS management) to understand and resolve complex fund taxissues as they arise. -Proactively evaluates and revises current tax policies and procedures to take into account time and data efficiencies. -Reviews financial statements, prospectuses, statements of additional information, proxies and otherreports or material containing tax disclosure information. Ensures consistency of tax-relateddisclosures across all products. -Provides assistance in the year-end reporting of income to transfer agents with respect to the sourceof distributions, including ordinary income, capital gain distributions, return of capital, tax-exemptamount, percentage of income from government sources, state-by-state breakdown of tax-exemptincome, AMT amount, QDI amount, foreign taxes withheld and other classifications. -Oversees deadlines for filing tax returns required of the funds, including any returns, forms or reports due to any Federal, state, local, or foreign jurisdiction. -Interacts with State Street Bank in connection with the review of domestic and foreign corporate actions to determine the taxable status and any character or timing differences of income recognition for book and tax purposes. -Performs other related responsibilities as requested.
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