Tax Compliance Specialist

2 weeks ago

Tempe, Arizona, United States U.S. Bank Full time
About U.S. Bank:
At U.S. Bank, we are committed to excellence in serving our clients and communities.

Our mission is to empower individuals and businesses to make informed financial choices while fostering growth and success in the communities we support.

We recognize that our collective ambition is driven by the unique potential of each team member.

A career with U.S.

Bank opens up a vast array of opportunities for personal and professional development at every stage of your career journey.

Explore new avenues, acquire new skills, and discover your strengths from the very first day.


Position Overview:
The Fund Administration division of U.S.

Bank Global Fund Services (USBGFS) delivers essential services to a diverse and expanding clientele, which encompasses mutual funds, hedge funds, private equity funds, offshore funds, and various investment entities.

In an intricate and ever-evolving legal and regulatory landscape, our clients seek tax professionals who possess a deep understanding of the industry, investment strategies, and client objectives.

Our tax experts at USBGFS serve as trusted advisors, collaborating with clients and accounting firms to devise and implement innovative tax planning strategies that enhance tax efficiency and mitigate risks.

The Tax Compliance Specialist plays a vital role within a dynamic team, dedicated to supporting our clients while also focusing on your professional growth.

As a key team member, you will provide valuable services to investment firms and advisors.

In our role as trusted consultants, we work closely with internal teams, clients, and various accounting firms, including mid-sized, regional, and Big 4 firms.

Through our comprehensive internal training programs and mentorship opportunities, you will receive support as you advance in your career.


Key Responsibilities:
• Conduct research on tax regulations and financial reporting standards.
• Prepare IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s, along with necessary state and local tax forms. Manage the distribution of essential tax documents and supporting schedules to investors and partners.

• Calculate mutual fund taxable income, accounting for book-to-tax discrepancies for fiscal and excise tax purposes, including wash sales, 1256 adjustments, §988 adjustments, PFIC adjustments, and others, to determine taxable income for hedge funds and investment partnerships.

• Assist in the preparation of Form 1099-MISC.
• Provide estimates for income and capital gains/losses, including book-to-tax differences as requested by clients.
• Calculate dividend distributions.

Basic Qualifications:
• Bachelor's degree in accounting or finance, or equivalent professional experience.
• One to two years of relevant work experience.

Preferred Skills/Experience:
• Bachelor's degree required; accounting degree preferred.
• CPA certification or candidacy is advantageous.
• General knowledge of legal, regulatory, and accounting principles in the investment management sector is a plus.
• Flexibility in work hours to meet client needs.
• Demonstrates integrity and ethical behavior, upholding USBGFS' core values and holding others accountable.
• Team-oriented professional, collaborating effectively with colleagues and stakeholders across the organization.
• Proactive, with a willingness to engage in projects and communicate with individuals at all levels.
• Produces high-quality, accurate work with meticulous attention to detail.

• Exhibits strong organizational skills, prioritizing tasks effectively and adapting to changing client demands and regulatory requirements.

• Committed to continuous learning and professional development, expanding knowledge and expertise in the field.

• Proficient in Microsoft Excel.

The role offers a hybrid/flexible schedule, with an expectation of in-office work for three or more days per week, while allowing flexibility for remote work on other days.


Benefits:


Our benefits and total rewards strategy considers the holistic needs of our team members, ensuring they thrive both professionally and personally.

Our comprehensive benefits package is designed to support your health, financial security, and overall well-being.

Our benefits include (some may vary based on role, location, or hours):

• Healthcare options (medical, dental, vision).
• Basic and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) plan with employer contributions.
• Paid vacation (ranging from two to five weeks based on salary grade and tenure).
• Up to 11 paid holidays.
• Adoption assistance.

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise mandated by law.


EEO Statement:
U.S. Bank is an equal opportunity employer dedicated to fostering a diverse workforce.

We welcome all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

For more information on our commitment to equal opportunity, please refer to the federal KNOW YOUR RIGHTS EEO poster.


E-Verify Participation:
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all U.S. facilities and certain territories. The E-Verify program is an internet-based employment eligibility verification system managed by the U.S. Citizenship and Immigration Services.

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