Tax Accountant

3 days ago


Milwaukee, Wisconsin, United States BCforward Full time
Job Title: Tax Accountant

We are seeking a highly motivated Tax Accountant to join our team at BCforward. As a Tax Accountant, you will be responsible for maintaining tax records and preparing tax returns and related reports for assigned areas.

Key Responsibilities:

  • Research tax technical and financial reporting guidance and requirements.
  • Prepare IRS Forms 1120-RIC, 8613, 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.
  • Prepare mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes.
  • Assist in the preparation of Forms of Form 1099-NEC.
  • Prepare income and capital gain/loss estimates, including book-to-tax differences as requested by the client.
  • Prepare dividend distribution calculations.

Requirements:

  • Bachelor's degree in accounting or finance, or equivalent work experience.
  • One to two years of related work experience.
  • CPA certification or candidate a plus.
  • General understanding of legal, regulatory, and accounting principles in the investment management industry a plus.

About BCforward:

BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. We champion the power of human potential to help companies transform, accelerate, and scale.

Our strong culture and clear values have enabled BCforward to become a market leader and best-in-class place to work. We are an equal opportunity employer and welcome applications from diverse candidates.


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