Tax Accountant

3 weeks ago


Milwaukee, United States BCforward Full time
Tax Accountant

BCforward is currently seeking a highly motivated Tax Accountant for an opportunity in Milwaukee, WI

Position Title: Tax Accountant
Location: Milwaukee, WI
Anticipated Start Date: 10/21/2024
Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration: 7+ Months
Job Type: Monday - Friday (Hybrid 3 Days Onsite)
Pay Range: $30/hr - $31.37/hr
Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:
Bachelor's Degree in Accounting
Tax accounting
Research Tax
Financial Reporting

Description:
Responsible for the maintenance of tax records and the preparation of tax returns and related reports for an assigned area. Files federal, state, or local tax returns. Develops and maintains tax strategies to minimize tax liability. Prepares taxable income projections, financial statements, and specialized accounting reports. Assists with tax return audits and compliance reports. Prepares and develops reports for management or for regulatory authorities. Responds to inquiries regarding tax accounting policies, procedures, and problems from bank management, external auditors, and regulatory authorities. Maintains adequate accounting and control for an assigned area.

The Fund Administration practice provides value-added services to a robust and rapidly growing client base, which includes mutual funds, hedge funds, private equity funds, offshore funds, and other investment companies.
In today's complex, dynamic legal and regulatory environment, clients demand to be serviced by tax professionals who understand the industry, investments, and client goals. Client tax professionals are trusted advisors to clients and accounting firms to develop and implement innovative tax planning solutions that optimize tax strategies and positions, as well as identify and mitigate risk.

The Tax Analyst works as part of a diverse team that supports our clients as well as is invested in your career growth. As an integral part of the team, you are responsible for providing value-added services to investment companies and investment advisors. As part of our duties as trusted advisors, our team members work collaboratively internally within the firm, our clients, and mid-sized, regional, and Big 4 accounting firms. Through our in-house internal training program and mentorship, you will be supported in your role as you progress in your career here.

Basic Qualifications
Bachelor's degree in accounting or finance, or equivalent work experience
One to two years of related work experience

Preferred Skills/Experience
Bachelor's degree required. Accounting degree preferred.
CPA certification or candidate a plus.
General understanding of legal, regulatory, and accounting principles in the investment management industry a plus.
Flexibility with work hours as required in supporting the client's needs.
Demonstrates ethics and integrity, adhering to core values and holding 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, with the ability to communicate with all people at all levels.
Produces high-quality work that is accurate and thorough, with attention to detail.
Demonstrates effective work habits and strong 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 their knowledge base and expertise in their practice area.
Strong working knowledge of Microsoft Excel

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. 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, in addition (i.e. wash sales, 1256 adjustments, §988 adjustments, PFIC adjustments, and others).
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.

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.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best-in-class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 229802 when responding to this ad.

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Job Snapshot

Employee Type
Contractor

Location
Milwaukee, WI (Onsite)

Job Type
Banking

Experience
Not Specified

Date Posted
10/02/2024
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