Staff Accountant
Sauce
Alternative Investments Tax Analyst
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Milwaukee • New Jersey, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $60,435 - $71,100 per year
Job Level
Junior
About the role
- Prepare alternative investment taxable income calculations, including book-to-tax differences, dividend analysis, allocations to partners and provisions
- Prepare IRS Forms 1099s, 1120, 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
- Research tax technical and Financial Reporting guidance and requirements
- Research and prepare foreign withholding tax refund requests
- 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 estimates on a quarterly, semi-annual or yearly basis as requested by clients
- Prepare FATCA/CRS informational returns and research requirements
- Work collaboratively internally within the firm, with clients, and with mid-sized, regional, and Big 4 accounting firms
- Participate in internal training program and mentorship and support career development
Requirements
- Bachelor's degree in accounting or finance, or equivalent work experience
- One to two years of related work experience
- Strong working knowledge of Microsoft Excel
- General understanding of legal, regulatory and accounting principles in investment management industry a plus
- Flexibility with work hours as required in supporting the clients’ needs
- Demonstrates ethics and integrity, adhering to USGFS’ core values
- Team-oriented with ability to interact collaboratively across the organization
- Initiative and ability to communicate with all people at all levels
- Produces high-quality work that is accurate and thorough, with attention to detail
- Strong organizational skills and ability to handle multiple tasks and changing priorities
- Commitment to learning and professional development
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct
- May be subject to background checks and eligibility verification (E-Verify)
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
- Incentive and recognition programs
- Equity stock purchase, 401(k) contribution and pension
- Hybrid/flexible schedule (in-office expectation of three or more days per week)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
taxable income calculationsIRS Forms 1099IRS Forms 1120IRS Forms 1065Schedule K-1foreign withholding tax refund requestsFATCACRStax return preparationMicrosoft Excel
Soft skills
ethicsintegrityteam-orientedinitiativecommunicationattention to detailorganizational skillsflexibilitycollaborationcommitment to learning
Certifications
Bachelor's degree in accountingBachelor's degree in finance
