U.S. Bank ? Senior Tax Analyst ? Milwaukee, WI
Posted 2025-03-15Job title: Senior Tax Analyst
Company: U.S. Bank
Job description: At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we?re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job Description
Fund Services Senior Tax Analyst ? Alternative Investments
Primary Location: U.S. Bank Tower, Floor 6 (Milwaukee, WI)
/ Work from Home (WFH) arrangements possible (due to COVID-19)
Shift: Day Shift
Reports to: Supervisor
Description of Position:
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.
The Tax Senior 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.
Key Responsibilities: ? Reconciliations: Assist with the review of alternative investment taxable income calculations, including book-to-tax differences, dividend analysis, allocations to partners and provisions. ? Federal and State Income Tax Compliance: Assist with the review of IRS Forms 1099s, 1120, 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. ? International Reporting FATCA/CRS: Assist with the review of informational returns and research requirements. ? Tax Research: Assist with the review of tax technical and financial reporting guidance, and requirements, research foreign withholding tax and reporting requirements. ? Project Management: manages multiple tax engagements throughout the year while working closely with internal business departments to service our clients while maintaining important deadlines.
Qualifications:
Preferred Skills/Experience
? Bachelor?s degree required. Accounting or Finance degree preferred.
? 3+ years of professional tax experience preferred in public accounting or industry
? 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.
? 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
Diversity, Equity, and Inclusion:
Embracing diversity, championing equity, and fostering inclusion are business imperatives for U.S. Bank, and a fundamental part of everything that makes us who we are: our brand, business, talent pool, communities and more. U.S. Bank has again been named to Diversity Inc?s list. The company ranked No. 18 (up from No. 40 last year) on the overall Top 50 List. We invite you to join us as we continue to focus our attention on diversity, equality, and inclusion.
Your Career is Here.
If there?s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .
Benefits:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting .
EEO is the Law
Applicants can learn more about the company?s status as an equal opportunity employer by viewing the federal poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
Expected salary:
Location: Milwaukee, WI
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