Senior Tax Analyst
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Hackensack • New Jersey, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $104,550 - $123,000 per year
Job Level
Senior
About the role
- Provide value-added tax services to investment companies and investment advisors within U.S. Bank Global Fund Services
- Assist with review of alternative investment taxable income calculations, including book-to-tax differences, allocations to partners, and annual or quarterly provisions
- Assist with review and preparation coordination of federal and state tax returns (IRS Forms 1120, 1120-F, 1065) and Schedule K-1/K-3s and state/local tax forms
- Coordinate distribution of tax forms and supporting schedules to investors/partners
- Assist with tax technical research and review of financial reporting guidance, including foreign withholding tax and reporting requirements
- Manage multiple tax engagements and project deadlines while working closely with internal business departments
- Collaborate with clients, internal teams, and regional/Big 4 accounting firms
- Mentor and train new and existing team members through one-on-one or group sessions
- Participate in internal training programs and pursue career growth opportunities
Requirements
- Bachelor's degree in accounting or finance, or equivalent work experience
- Eight or more years of related work experience
- Bachelor’s degree required; Accounting degree preferred
- 4-8 years of professional tax experience preferred in public accounting or industry with corporate or flow-through entity taxation
- Strong working knowledge of Microsoft Excel
- GoSystem Tax software or K1x experience a plus
- Demonstrates ethics and integrity and adherence to U.S. Bank core values
- Team-oriented and collaborative with ability to communicate at all levels
- Strong organizational skills, ability to handle multiple tasks and adapt to changing priorities
- Commitment to professional development and continual learning
- Ability to comply with U.S. Bank policies and procedures including Code of Ethics and Business Conduct
- Subject to background checks consistent with applicable local laws; may be subject to FINRA, NMLS, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act, and/or federal guidelines
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
- Comprehensive benefits package (subject to eligibility requirements)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
value-added tax servicestaxable income calculationsfederal tax returnsstate tax returnsIRS Forms 1120IRS Forms 1120-FIRS Forms 1065Schedule K-1Schedule K-3financial reporting guidance
Soft skills
ethicsintegrityteam-orientedcollaborativecommunicationorganizational skillsability to handle multiple tasksadaptabilitycommitment to professional developmentmentoring