Job Description
Qualifications
Immediate need for a talented Tax Accountant
Key Skills: Accounting, Tax Preparation, bachelor's degree in accounting
Bachelor's degree in accounting or finance, or equivalent work experience
One to two years of related work experience
Bachelor’s degree required
Benefits
Pay Range: $26 - $31/hour
Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location)
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, §+88 adjustments, PFIC adjustments and others) and arrive at taxable income for hedge funds and investment partnerships
Assist in the preparation of Forms of Form 10++-MISC
Prepare income and Client 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
The Fund Administration practice of Client Global Fund Services 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
USBGFS 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 being 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 with in the firm, our clients, 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
Job description
Immediate need for a talented Tax Accountant. This is a 20+months contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:24-43677
Pay Range: $26 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
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, §+88 adjustments, PFIC adjustments and others) and arrive at taxable income for hedge funds and investment partnerships.
• Assist in the preparation of Forms of Form 10++-MISC.
• Prepare income and Client 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.
• The Fund Administration practice of Client Global Fund Services 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.
• USBGFS 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 being 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 with in the firm, our clients, 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.
Key Requirements and Technology Experience:
• Key Skills: Accounting, Tax Preparation, bachelor's degree in accounting.
• Bachelor's degree in accounting or finance, or equivalent work experience.
• One to two years of related work experience.
• Bachelor’s degree required. Accounting degree preferred.
• CPA certification or candidate a plus.
• 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 USBGFS’ core values and holds 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.
Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, cooler, religion, age, sex, national origin, disability status, genetics, protected veteran status, ****** orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Immediate need for a talented Tax Accountant
Key Skills: Accounting, Tax Preparation, bachelor's degree in accounting
Bachelor's degree in accounting or finance, or equivalent work experience
One to two years of related work experience
Bachelor’s degree required
Benefits
Pay Range: $26 - $31/hour
Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location)
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, §+88 adjustments, PFIC adjustments and others) and arrive at taxable income for hedge funds and investment partnerships
Assist in the preparation of Forms of Form 10++-MISC
Prepare income and Client 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
The Fund Administration practice of Client Global Fund Services 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
USBGFS 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 being 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 with in the firm, our clients, 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
Job description
Immediate need for a talented Tax Accountant. This is a 20+months contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:24-43677
Pay Range: $26 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
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, §+88 adjustments, PFIC adjustments and others) and arrive at taxable income for hedge funds and investment partnerships.
• Assist in the preparation of Forms of Form 10++-MISC.
• Prepare income and Client 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.
• The Fund Administration practice of Client Global Fund Services 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.
• USBGFS 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 being 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 with in the firm, our clients, 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.
Key Requirements and Technology Experience:
• Key Skills: Accounting, Tax Preparation, bachelor's degree in accounting.
• Bachelor's degree in accounting or finance, or equivalent work experience.
• One to two years of related work experience.
• Bachelor’s degree required. Accounting degree preferred.
• CPA certification or candidate a plus.
• 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 USBGFS’ core values and holds 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.
Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, cooler, religion, age, sex, national origin, disability status, genetics, protected veteran status, ****** orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
💡 Quick Summary
Seeking a career-building opportunity? The Tax Accountant position is now open for candidates interested in the Accountant Jobs sector. This role in Milwaukee offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
