Senior Tax Accountant

3 days ago

Milwaukee, Wisconsin, United States U.S. Bank Full time
Job Summary

U.S. Bank is seeking a highly skilled Senior Tax Accountant to join its WCIB Operations division in Milwaukee, WI. This hybrid role will focus on fiduciary tax preparation and requires a strong working knowledge of fiduciary income tax returns, proper reporting, and tax payment processing.

Key Responsibilities
  • Tax Competencies:
    • Strong working knowledge of fiduciary income tax returns (1041, 990-PF, 5227)
    • Proper reporting related to 1099DIOB and MISC forms
    • Processing and reporting of federal and state tax payments
    • Working knowledge of various IRS notices (penalties, audits, abatements), and communication with other tax revenue authorities
    • General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.)
    • Account reviews for taxability and reporting of account types, transactions, sales, cost basis, etc.
  • Tax Preparation and Review:
    • Preparation, review, and tracking of fiduciary, individual, trust estates, charities, etc.
    • In-depth and cursory reviews of several hundred returns as prepared by internal staff, external CPAs, and through our outsourced relationship with our tax vendor
    • Provide tax support and liaise with our tax vendor in an outsourcing arrangement
    • Review trust instruments for domiciliary tax assignment and proper tax reporting
    • Complete analysis of trusts with generation skipping tax eligibility
    • Provide statistical analyses related to work performed to management
  • Client Service:
    • Ability to address tax-related questions and issues affecting clients, relationship managers, and vendors requiring immediate attention
    • The candidate must have demonstrated ability in being approachable and flexible in working with stakeholders and colleagues at all experience levels.
  • Tax Operations:
    • General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates
    • Processing and maintenance of tax fees for the department for various account types.
  • Tax Administration Assistance:
    • Administrative assistance with responses to IRS notices (penalties, audits, abatements), and communication with other tax revenue authorities
    • File paper tax returns with IRS and state agencies, as directed by accountants
    • Order checks for estimates and balances due, as directed
    • Data entry of account maintenance updates on tax and trust accounting systems
    • General office assistance with mail, packages, copying & scanning, tracking documents, maintaining files with Iron Mountain, various office projects, etc.
    Requirements
    • Five to seven years of related experience
    • Bachelor's degree or equivalent work experience
    Preferred Qualifications
    • Bachelor of Science degree in Accounting or Finance
    • 5+ years of related trust tax preparation experience, preferably within a financial services environment.
    • System knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast-Tax)
    • System knowledge: MS Access, SQL, general database queries
    • System knowledge: Excel, PowerPoint
    Work Environment

This position 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.

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:

  • 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 committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution, and pension (all benefits are subject to eligibility requirements). Pay Range: $73, $86, $95,260.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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