Alternative Investments Tax Analyst

2 weeks ago

Milwaukee, United States U.S. Bank National Association Full time

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

The Fund Administration practice of U.S. Bank Global Fund Services (USBGFS) provides value-added services to a robust and rapidly growing client base, which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies.

The Tax Analyst works as part of a diverse team that supports our clients as well as being invested in your career growth. As an integral part of the team, you are responsible for providing value-added services to investment companies and investment advisors. As part of our duties as trusted advisors, our team members work collaboratively internally with in the firm, our clients, mid-sized, regional, and Big 4 accounting firms. Through our in-house internal training program and mentorship, you will be supported in your role as you progress in your career here.

**Key Responsibilities**:

- Reconciliations: Assist with alternative investment taxable income calculations, including book-to-tax differences, dividend analysis, allocations to partners and provisions.
- Federal and State Income Tax Compliance: Assist with IRS Forms 1099s, 1120, 1065 and Schedule K-1s along with any required state and local tax forms. Coordinate the distribution of necessary tax forms and supporting schedules to investors/partners.
- International Reporting FATCA/CRS: Assist with informational returns and research requirements.
- Tax Research: Assist with tax technical and financial reporting guidance, and requirements, research foreign withholding tax and reporting requirements.
- Project Management: Assist with multiple tax engagements throughout the year while working closely with internal business departments to service our clients while maintaining important deadlines.

**Basic Qualifications**
- Bachelor's degree in accounting or finance, or equivalent work experience
- One to two years of related work experience

**Preferred Skills/Experience**
- Bachelor’s degree required. Accounting or Finance degree preferred.
- Demonstrates ethics and integrity, adhering to USBGFS’ core values and holds others accountable for upholding ethics and values.
- Is a team-oriented professional, interacting collaboratively with team members and others throughout the organization.
- Shows initiative, including eagerness to work on projects, with the ability to communicate with all people at all levels.
- Demonstrates effective work habits and strong organizational skills by prioritizing and planning, with the ability to handle multiple tasks simultaneously and adapt to changing client priorities and regulatory requirements.
- Shows a commitment to learning through professional development and growth, continually expanding their knowledge base and expertise in their practice area.
- Strong working knowledge of Microsoft Excel

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

**Diversity, Equity, and Inclusion**:
Embracing diversity, championing equity, and fostering inclusion are business imperatives for U.S. Bank, and a fundamental part of everything that makes us who we are: our brand, business, talent pool, communities and more. U.S. Bank has again been named to Diversity Inc’s Top 50 Companies for Diversity list. The company ranked No. 18 (up from No. 40 last year) on the overall Top 50 List. We invite you to join us as we continue to focus our attention on diversity, equality, and inclusion.

**Benefits**:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

**EEO is the Law**

U.S. Bank is an equal opportunity employer

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