CrawlJobs Logo

Tax Analyst

usbank.com Logo

U.S. Bank National Association

Location Icon

Location:
United States , Milwaukee, WI

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

66640.00 - 78400.00 USD / Year
Save Job
Save Icon
Job offer has expired

Job Description:

The Fund Administration practice of U.S. Bank Global Fund Services (USBGFS) 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 Responsibility:

  • 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, §988 adjustments, PFIC adjustments and others) and arrive at taxable income for hedge funds and investment partnerships
  • Assist in the preparation of Forms 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 in accounting or finance, or equivalent work experience
  • Two to five years of related work experience
  • Strong working knowledge of Microsoft Excel
  • This position is not eligible for visa sponsorship

Nice to have:

  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 24, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Tax Analyst

Junior or Associate Business Analyst - Taxes

We are looking for a Junior / Associate Business Analyst to join our team in Zur...
Location
Location
Switzerland , Zurich
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A degree (Bachelor’s or Master’s) in Finance, Business Informatics, IT, Law, or a comparable field
  • Native or fluent German and English, both spoken and written
  • Interest in banking, taxation, and regulatory topics
  • Strong analytical and structured thinking, with attention to detail
  • Technical skills to read code, understand logic flows, and write SQL queries on relational databases
Job Responsibility
Job Responsibility
  • Analyze local and international tax publications, regulatory updates, and client requirements
  • Drive requirement engineering and draft clear, detailed specifications for implementation
  • Collaborate closely with developers and QA engineers throughout the software lifecycle
  • Maintain and evolve tax-related functionalities within Avaloq’s core platform
  • Provide expert input to consulting, implementation, and sales activities
  • Contribute to high-quality documentation in collaboration with technical writers
  • Gradually build a solid understanding of the end-to-end core banking solution
  • Maintain continuous awareness of changes in tax legislation relevant to our clients
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right

Income Tax Analyst

Growing company seeking an Income Tax Analyst to join our dynamic team at a well...
Location
Location
United States , Houston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, or a related field
  • Minimum of 1 year of experience in tax accounting OR experience through a Big 4 internship
  • Strong understanding of federal and state income tax regulations, with familiarity in Texas Franchise Tax being a plus
  • Ability to analyze and interpret complex tax laws and regulations
  • Excellent organization, communication, and collaboration skills
  • CPA eligibility is preferred but not required
  • Proficiency in Excel
  • Familiarity with compliance procedures
  • Experience in corporate income tax
  • Knowledge of corporate tax compliance
Job Responsibility
Job Responsibility
  • Assist in the preparation and timely filing of federal income tax returns for consolidated entities and the Texas Franchise Tax Return
  • Calculate and monitor income tax payments to ensure accuracy and timeliness
  • Conduct tax research to evaluate compliance with evolving tax laws and regulations
  • Assess and communicate the impact of tax regulation changes on the organization
  • Collaborate with the Tax Director and external advisors in the preparation and review of tax filings
  • Maintain organized and updated tax records and documentation
  • Manage correspondence and respond to inquiries from tax authorities
  • Assist with drafting presentations on tax matters for internal stakeholders
  • Support the team on strategic tax planning initiatives, including but not limited to property tax and sales and use tax
  • Provide general support to the Accounting Department as necessary and appropriate
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Analyst

We are looking for a dedicated Tax Analyst to join our team on a contract basis ...
Location
Location
United States , Atlanta
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in payroll tax, compliance, or a related field
  • Proficiency in Excel, specifically with VLOOKUPs and pivot tables
  • Familiarity with payroll systems such as ADP is highly preferred
  • Strong problem-solving skills, particularly in resolving tax notices and account issues
  • Excellent communication skills, with the ability to interact with state agencies and internal teams
  • Knowledge of tax compliance processes and payroll tax reporting
  • Detail-oriented with strong organizational skills to manage multiple tasks effectively
  • Ability to work fully on-site during standard business hours in Atlanta, Georgia
Job Responsibility
Job Responsibility
  • Investigate and resolve payroll tax notices and compliance issues efficiently
  • Manage account reinstatements and closures to streamline tax processes and eliminate unnecessary filings
  • Communicate with state agencies to address account access challenges and other tax-related matters
  • Utilize Excel functions, including VLOOKUPs and pivot tables, to analyze and organize tax data
  • Collaborate with internal teams to ensure accurate payroll tax reporting and compliance
  • Provide support in using and navigating payroll systems such as ADP
  • Document resolutions and maintain detailed records of tax-related activities
  • Assist in identifying and implementing improvements to current payroll tax processes
  • Ensure adherence to local, state, and federal tax regulations
  • Deliver exceptional customer service when addressing internal and external tax inquiries
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Analyst / Manager

Boutique tax services company is seeking a Tax Analyst / Manager to join its gro...
Location
Location
United States , Albany
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BA in Accounting
  • 5-7+ years of experience in the tax field
  • ideally working with high net worth clients
Job Responsibility
Job Responsibility
  • provide preparation and review services for high net worth clients
  • tax return quality assessment services
  • consulting services to other tax prep businesses
  • teaching best practices on tax compliance, research, content development and training
  • other special projects as assigned
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Analyst

We are looking for analyst with passion for data, and a sweet spot for Tax and D...
Location
Location
Israel , Petah Tikva
Salary
Salary:
Not provided
global-e.com Logo
Global-e
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-3 years of experience as an Analyst (Tax Analyst- advantage)
  • Strong proficiency in MS Excel and SQL with experience in querying large, complex data sets
  • Experience working in a fast-paced global environment with the ability to lead multiple projects and relationships with changing and/or competing priorities
  • Fast and independent learner
  • Excellent and proactive communication, interpersonal, and presentation skills
  • Fluent in English (written & spoken) and excellent communication skills
  • BA/B.Sc. in Economics, Industrial Engineering, or equivalent quantitative field
Job Responsibility
Job Responsibility
  • Take ownership and join a team responsible for orchestrating between operations, analyzing internal and external data sources to identify and reach actionable recommendations for business decisions
  • Monitoring financial data performance across regions and brands
  • Gaining expertise with regulatory and compliance concepts in e-commerce
Read More
Arrow Right

Excise Tax Analyst

Growing company seeking an Income Tax Analyst to join our dynamic team at a well...
Location
Location
United States , Houston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, or a related field
  • Minimum of 1 year of experience in tax accounting OR experience through a Big 4 internship
  • Strong understanding of federal and state income tax regulations, with familiarity in Texas Franchise Tax being a plus
  • Ability to analyze and interpret complex tax laws and regulations
  • Excellent organization, communication, and collaboration skills
  • CPA eligibility is preferred but not required
  • Proficiency in Excel
  • Familiarity with compliance procedures
  • Experience in corporate income tax
  • Knowledge of corporate tax compliance
Job Responsibility
Job Responsibility
  • Assist in the preparation and timely filing of federal income tax returns for consolidated entities and the Texas Franchise Tax Return
  • Calculate and monitor income tax payments to ensure accuracy and timeliness
  • Conduct tax research to evaluate compliance with evolving tax laws and regulations
  • Assess and communicate the impact of tax regulation changes on the organization
  • Collaborate with the Tax Director and external advisors in the preparation and review of tax filings
  • Maintain organized and updated tax records and documentation
  • Manage correspondence and respond to inquiries from tax authorities
  • Assist with drafting presentations on tax matters for internal stakeholders
  • Support the team on strategic tax planning initiatives, including but not limited to property tax and sales and use tax
  • Provide general support to the Accounting Department as necessary and appropriate
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Sr Analyst, Indirect Tax

The Sr Tax Analyst prepares and maintains tax records, returns, reports and othe...
Location
Location
United States , Overland Park
Salary
Salary:
Not provided
https://www.t-mobile.com Logo
T-Mobile
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Accounting or related field
  • 4-7 years Progressive tax experience in a multi-state environment with emphasis on transaction tax compliance, research and planning
  • Telecommunication industry experience
  • Problem Solving
  • Analytics
  • Communication
  • Microsoft Office
  • Attention To Detail
  • Self-starter, who can manage multiple deadlines with minimal oversight
  • Oracle
Job Responsibility
Job Responsibility
  • Prepares complex transaction tax returns, related payments, work papers, and documentation, such as telecommunications taxes, state USF returns, gross receipt taxes
  • Reviews transaction tax returns, related payments, work papers and documentation prepared by other Analysts or outsourced tax return provider
  • Assists in running tax compliance reports and formatting data used in the preparation of tax returns
  • Identifies issues, applies independent judgment, and provides insights through clear, concise review notes
  • Maintains and reconciles journal entries for accurate recording of tax liabilities and payments
  • Undertakes recurring and special projects that may impact or require the calculation of indirect taxes (sales, use and gross receipts tax, etc.)
  • Assists in the development and maintenance of best practices and procedures for the tax compliance function, including related SOX 404 requirements
  • Analyzes and researches complex multi-state tax issues, develops thoroughly documented technical analysis and work papers and effectively communicates conclusions and recommendations.
What we offer
What we offer
  • Medical, dental and vision insurance
  • Flexible spending account
  • 401(k)
  • Employee stock grants
  • Employee stock purchase plan
  • Paid time off
  • Up to 12 paid holidays
  • Paid parental and family leave
  • Family building benefits
  • Back-up care
  • Fulltime
Read More
Arrow Right

Tax Analyst

Working at Citi is far more than just a job. A career with us means joining a te...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
  • Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements
  • Forms 1098, 1099 series, and 1042-S
  • Forms 945 and 1042
  • Excellent communication skills to drive engagement and close interactions with key stakeholders
  • Provide basic advisory services primarily for internal clients
  • Ability to examine processes and procedures, experience with Process Re-engineering
  • Re-design and Process Automation experience is preferred
  • Ability to act as a change agent for organizational and product transformational initiatives
  • Ability to interact with all levels of internal customers and senior management
Job Responsibility
Job Responsibility
  • Execute functions from the Tax Information Reporting process tree including, but not limited to, tax form validation, withholding, information reporting, legal entity maintenance, and governance
  • Act as a tax information reporting specialist (and potentially team leader) to execute operational and project initiatives
  • Act as an internally and externally recognized subject matter expert
  • Migration of work into our centralized hub
  • Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with Information Reporting, FATCA, and/or CRS requirements
  • Support Service Delivery model with all stakeholders
  • Identify and participate in process re-engineering and re-design activities to achieve better controls, compliance, and efficiencies
  • Support audits by tax authorities and Internal Audit
  • Support Technology projects from a tax technical perspective
  • Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Read More
Arrow Right