Tax Accountant

Responsibilities 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. 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) to 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 withholding 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 Requirements 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 Compensation and Benefits The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. This job is not eligible for bonuses, incentives or commissions. Equal Opportunity Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. #J-18808-Ljbffr