Tax Accountant

3 weeks ago


Milwaukee, Wisconsin, United States Russell Tobin & Associates Full time

Job Title: Tax Accountant

Job Summary:

Russell Tobin & Associates is seeking a skilled Tax Accountant to join our team. As a Tax Accountant, you will be responsible for maintaining tax records, preparing tax returns, and developing tax strategies to minimize liability while ensuring compliance with regulations.

Key Responsibilities:

  • Maintain accurate and up-to-date tax records, including federal, state, and local filings.
  • Develop and implement tax strategies to minimize liability and ensure compliance with regulations.
  • Prepare taxable income projections, financial statements, and specialized accounting reports.
  • Assist with tax return audits and compile compliance reports as needed.
  • Generate reports for management and regulatory authorities, responding to inquiries regarding tax accounting policies and procedures.
  • Maintain adequate accounting controls for assigned areas, ensuring accuracy and compliance with standards.
  • Research tax technical guidance and financial reporting requirements to support decision-making and strategy development.
  • Prepare IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s, coordinating distribution to investors and partners.
  • Calculate mutual fund taxable income and manage book-to-tax differences for fiscal and excise tax purposes.
  • Prepare estimates for income and capital gain/loss, including necessary adjustments and calculations for dividend distributions.

Requirements:

  • Bachelor's degree in accounting or finance, or equivalent work experience.
  • One to two years of related work experience.

Preferred Skills:

  • CPA certification or candidate a plus.
  • General understanding of legal, regulatory and accounting principles in investment management industry a plus.
  • Flexibility with work hours as required in supporting the clients' needs.
  • Demonstrates ethics and integrity, adhering to Client's core values and holds others accountable for upholding ethics and values.

Benefits:

Russell Tobin & Associates offers eligible employees comprehensive healthcare coverage, supplemental coverage, a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.


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