Senior Tax Analyst
About this role
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
We encourage growth – and reward the journey.
The Fund Administration practice of U.S. Bank Global Fund Services (USGFS) provides value-added services to a robust and rapidly growing client base, which includes mutual funds, ETF’s, hedge funds, private equity funds, offshore funds, and other investment companies.
As a Mutual Fund Senior Tax Analyst you will work as part of a diverse team that supports our clients while investing in your career potential. As an integral part of the team, you would support the day-to-day financial and compliance operations of assigned mutual funds, exchange-traded funds, closed-end funds and/or business development company clients. As part of our teams duties as trusted advisors, we work collaboratively with other internal teams, our clients, as well as with public accounting firms. Through our internal training program and personalized mentorship program, you will be supported in your role as you rapidly progress in your career here.
Responsibilities
- Fiscal/Excise Tax Calculations: Assist with the review of investment company taxable income calculations, including book-to-tax differences and dividend analysis
- Federal and State Income Tax Compliance: Assist with the review of IRS Forms 1120-RIC, 8613, 1099s, and required state tax forms
- International Tax Reporting: Assist with the review of informational returns and research requirements
- Tax Research: As necessary, review tax technical and financial reporting guidance, and requirements, research foreign withholding tax and reporting requirements
- Project Management: participate in multiple tax engagements throughout the year while working closely with internal business departments to service our clients while maintaining important deadlines
- Mentor and Teaching: Assist with or lead one-on-one or group mentoring and learning sessions of new and existing team members.
- Basic Qualifications
- Bachelor's degree in accounting or finance, or equivalent work experience
- Five to seven years of related work experience
- Preferred Skills/Experience
- Bachelor’s degree required. Accounting or Finance degree preferred.
- 2-5 years of professional tax experience in public accounting or industry
- Demonstration of ethics and integrity, adhering to USGFS’ core values
- You are 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 effectively with people at all levels
- Demonstrate effective work habits and strong organizational skills by prioritizing and planning, with the ability to manage multiple tasks simultaneously and adapt to changing client priorities and regulatory requirements
- Shows a commitment to learning through professional development and growth, continually expanding your knowledge base and expertise in your practice area
- Strong working knowledge of Microsoft Excel and Tax Preparation Software
- If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our
- disability accommodations for applicants
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