Alternative Investment Tax Specialist

1 month ago


Phoenix, Arizona, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As an Alternative Investment Tax Specialist, you'll play a critical role in ensuring our clients' tax compliance for alternative investment funds.

Key Responsibilities:
  • Review taxable income calculations, including book-to-tax differences, and allocate taxable income and tax provisions.
  • Coordinate tax compliance process with clients and their tax advisors.
  • Assist with research of tax and financial reporting technical topics and guidance for proper reporting.
  • Manage multiple tax engagements throughout the year, working closely with internal teams, clients, and their tax advisors to ensure timely deliverables.
Requirements:
  • Bachelor's degree in accounting or finance, or equivalent work experience.
  • Five to seven years of related work experience.
  • Preferred skills include a Master's degree in accounting or tax, Certified Public Accountant certification, and 3-5+ years of professional tax experience in public accounting or industry.
What We Offer:
  • A hybrid/flexible schedule with an in-office expectation of 3 or more days per week.
  • A comprehensive benefits package, including healthcare, basic term and optional term life insurance, short-term and long-term disability, and paid vacation and sick leave.
  • Opportunities for professional development and growth, including in-house training and mentorship programs.


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