Senior Tax Analyst

4 weeks ago

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

We are seeking a highly skilled Tax Analyst to join our Fund Administration practice at U.S. Bank Global Fund Services, LLC (GFS). As a Tax Analyst, you will work as part of a team responsible for providing value-added services to investment companies and investment advisers.

Key Responsibilities:

  • Prepare and review IRS Forms 1120-RIC, 8613, 1120, 1065, and Schedule K-1s, as well as any required state and local tax forms.
  • Coordinate the distribution of necessary tax forms and supporting schedules to investors/partners.
  • Prepare and review mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes.
  • Prepare and review dividend distribution calculations.
  • Prepare and review taxable income for hedge funds and investment partnerships and allocate to partners.
  • Set up new partnerships and partners in the tax return preparation software.
  • Calculate monthly, quarterly, semi-annual, and/or annual federal and, if applicable, state estimated tax payments.
  • Prepare and review income and capital gain/loss estimates, including book-to-tax differences as requested by client.

Requirements:

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

Preferred Skills/Experience:

  • General understanding of legal, regulatory, and accounting principles in the investment management industry.
  • Flexibility with work hours as required in supporting the clients' needs.
  • Demonstrates ethics and integrity, adhering to GFS' core values. Holds others accountable for upholding ethics and values.
  • Is a team-oriented professional, interacting collaboratively with team members and others throughout the organization.
  • Shows initiative, including eagerness to work on projects.
  • Produces high-quality work that is accurate and thorough, with attention to detail.
  • Demonstrates effective work habits and organizational skills by prioritizing and planning, with the ability to handle multiple tasks simultaneously and adapt to changing client priorities and regulatory requirements.
  • Shows a commitment to learning through professional development and growth, continually expanding his/her knowledge base and expertise in his/her practice area.

The role 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:

  • 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.

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