Mutual Fund Tax Analyst

U.S. Bank

Base: $60,435.00 - $71,100.00; bonus/equity: not s...
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Investment company taxable income calculations
Irs forms 1120-ric, 8613, 1099s
Microsoft excel proficiency
** U.S. Bank is seeking a Mutual Fund Tax Analyst to join their Fund Administration practice, which provides services to a diverse client base, including mutual funds and hedge funds. The role involves assisting with tax compliance, calculations, and project management, with opportunities for professional development and mentorship. **

Job Summary

  • As a Mutual Fund Tax Analyst 1 or 2 you will work as part of a diverse team that supports our clients while investing in your career potential.
  • Assist with the preparation of investment company taxable income calculations, including book-to-tax differences and dividend analysis.
  • Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a Mutual Fund Tax Analyst to join their Fund Administration practice, which provides services to a diverse client base, including mutual funds and hedge funds. The role involves assisting with tax compliance, calculations, and project management, with opportunities for professional development and mentorship. **

Salary

Base: $60,435.00 - $71,100.00; Bonus/Equity: Not specified; Benefits: Included

Skills & Requirements

Must-have

  • Investment company taxable income calculations
  • IRS Forms 1120-RIC, 8613, 1099s
  • Microsoft Excel proficiency

Nice-to-have

  • Team-oriented professional
  • Strong organizational skills
  • Commitment to learning

Key Requirements

  • Bachelor's degree in accounting or finance, or equivalent work experience
  • One to two years of related work experience (Tax Analyst 1)
  • Two to five years of related work experience (Tax Analyst 2)

Work Rights

Not specified

Tailored Resume

Cover Letter