Tax Accountant

3 weeks ago


Milwaukee, Wisconsin, United States BCForward Full time
Job Overview

BCforward is seeking a highly motivated 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 tax liability.

This is a unique opportunity to work with a leading firm in the industry, providing value-added services to investment companies and investment advisors. As a Tax Accountant, you will be part of a diverse team that supports our clients and is invested in your career growth.

Key Responsibilities:

  • Research tax technical and financial reporting guidance and requirements.
  • Prepare IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s along with any required state and local tax forms.
  • Prepare mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes.
  • Assist in the preparation of Forms of Form 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.
  • A general understanding of legal, regulatory, and accounting principles in the investment management industry a plus.

Benefits:

  • BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

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