Tax Accountant

LanceSoft Inc

Milwaukee, WI

JOB DETAILS
SALARY
$30–$34 Per Year
JOB TYPE
Full-time
SKILLS
Accounting, Banking Services, Certified Public Accountant (CPA), Distribution Management, Equity Securities, Federal Tax, Finance, Hedge Funds, Investment Funds, Investment Services, Legal, Local Tax, Mutual Funds, Private Funding, Regulations, Risk Analysis, Risk Management, Sales, State Tax, Tax Accounting, Tax Planning, Tax Returns, Tax Software, Team Player
LOCATION
Milwaukee, WI
POSTED
30+ days ago
Pay Rate: $30 - $34 Hybrid -- 3 days in the office Bank Center Milwaukee - Hub 777 E Wisconsin Ave Milwaukee, Wisconsin 53202 Position Summary The Fund Administration practice of Bancorp Fund Services, LLC (USBFS) 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 and dynamic legal and regulatory environment, clients demand to be serviced by tax professionals who understand the industry, investments and client goals. USBFS tax professionals are seen as 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 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. Qualifications Bachelor’s degree required. Accounting or Finance degree required. CPA certification or candidate a plus.

About the Company

L

LanceSoft Inc

We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc). 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

COMPANY SIZE
2,000 to 2,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2000
WEBSITE
http://www.lancesoft.com/