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US Bank Senior Tax Analyst Job Id 2024-0018840 Location United States, Wisconsin, Milwaukee 500364949
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In today’s complex and dynamic legal and regulatory environment, clients demand to be serviced by tax professionals who understand the industry, investments and client goals. GFS tax professionals are seen as 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.
Key Responsibilities
- Prepare/Review IRS Forms 1120-RIC, 8613, 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.
- Prepare/Review mutual fund taxable income calculations, including book-to-tax differences for fiscal and excise tax purposes.
- Prepare/Review dividend distribution calculations.
- Prepare/Review taxable income for hedge funds and investment partnerships and allocate to partners.
- 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/Revoew income and capital gain/loss estimates, including book-to-tax differences as requested by client.
- Bachelor's degree in accounting or finance, or equivalent work experience
- Five to seven years of related work experience
Preferred Skills/Experience
- 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 GFS’ core values. Holds others accountable for upholding ethics and values.
- Shows initiative, including eagerness to work on projects.
- Produces high-quality work that is accurate and thorough, with attention to detail.
- Demonstrates effective work habits and organizational skills by prioritizing and planning, with the ability to handle multiple tasks simultaneously and adapt to changing client priorities and regulatory requirements.
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
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
EEO is the Law
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $73,610.00 - $86,600.00 - $95,260.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.These jobs might be a good fit
