Tax Accountant

4 weeks ago


Milwaukee, Wisconsin, United States BCforward Full time
Job Title: Tax Accountant

We are seeking a highly motivated Tax Accountant to join our team at BCforward. As a Tax Accountant, you will be responsible for maintaining tax records, preparing tax returns, and developing tax strategies to minimize tax liability.

Key Responsibilities:
  • Research tax technical and financial reporting guidance and requirements.
  • Prepare IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s, as well as required state and local tax forms.
  • Coordinate the distribution of necessary tax forms and supporting schedules to investors/partners.
  • Prepare mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes.
  • Assist in the preparation of Forms 1099-NEC.
  • Prepare income and capital gain/loss estimates, including book-to-tax differences as requested by the client.
  • Prepare dividend distribution calculations.
Requirements:
  • Bachelor's degree in accounting or finance, or equivalent work experience.
  • One to two years of related work experience.
  • CPA certification or candidate a plus.
  • General understanding of legal, regulatory, and accounting principles in the investment management industry a plus.
Benefits:

BCforward offers a comprehensive benefits package, including major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. We champion the power of human potential to help companies transform, accelerate, and scale.


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