Tax Compliance Specialist

2 weeks ago


Milwaukee, Wisconsin, United States BCForward Full time
Job Overview

Position Type: Tax Compliance Specialist

Company: BCforward

Location: Remote/Hybrid

Job Summary:
As a Tax Compliance Specialist, you will play a crucial role in ensuring adherence to tax regulations and financial reporting standards. Your expertise will support our clients in navigating complex tax requirements effectively.

Key Responsibilities:
• Conduct thorough research on tax regulations and financial reporting requirements.
• Prepare and file necessary tax forms, including IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s, along with state and local tax forms.
• Calculate mutual fund taxable income, addressing book-to-tax differences for various tax purposes.
• Assist in preparing Forms 1099-MISC and estimates for income and capital gains/losses.
• Execute dividend distribution calculations accurately.

Qualifications:
• A Bachelor's degree in accounting or finance, or equivalent professional experience.
• One to two years of relevant experience in tax compliance or financial reporting.
• CPA certification or candidacy is advantageous.
• Familiarity with legal, regulatory, and accounting principles in the investment management sector is preferred.
• Strong proficiency in Microsoft Excel and effective organizational skills.

Preferred Attributes:
• A commitment to ethical practices and integrity in all professional interactions.
• Ability to work collaboratively within a team environment, fostering positive relationships across the organization.
• Proactive approach to learning and professional development, with a focus on expanding expertise in tax compliance.

About BCforward:
Founded in 1998, BCforward is a Black-owned firm dedicated to providing innovative solutions that enhance business operations and technology strategies. With a diverse team of over 6,000 consultants, we support clients globally, championing the potential of human talent to drive transformation and growth.



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