Tax Accountant

Kforce has a client in Milwaukee, WI that is seeking a Tax Accountant. Summary: The Tax Analyst works as part of a team responsible for providing value-added services to investment companies and investment advisers. The tax team works with clients and independent auditors to prepare federal and state tax returns and monitor the funds' income and capital gain distributions. Key Responsibilities:

• 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) and arrive at taxable income for hedge funds and investment partnerships
• 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
• Calculate and prepare various federal and state miscellaneous withholdings tax liabilities and forms
• Coordinate the preparation of Form 1099-MISC
• Prepare income and capital gain/loss estimates, including book-to-tax differences as requested by client
• Prepare dividend distribution calculations
• Bachelor's degree required; Accounting or Finance degree required
• 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