Job Description

Job Description

Urgent job opening as a Tax Accountant with our direct client.

Apply today for consideration!

Title: Tax Accountant

Location: Milwaukee, WI 53202 (Hybrid - 1 day in office)

Pay rate: $28 - $31/hour

Duration: 9+ months

Summary

Prepare income and capital gain/loss estimates, including book-to-tax differences as requested by client

Prepare dividend distribution calculations. 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.

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.

Requirement

• 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 clients’ needs.
• Demonstrates ethics and integrity, adhering to client core values and holds others accountable for upholding ethics and values.
• 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

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