Job Information
U.S. Bank Alternative Investment Tax Supervisor in Tempe, Arizona
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
This role has multiple levels, open to candidates with a minimum of 5 years of applicable experience. The successful candidate will be hired for the level of the position that aligns with their experience.
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 Alternative Investment Tax Supervisor works as part of a diverse team focused on tax compliance for alternative investment funds. Our team members collaborate with other internal teams, investment advisors and their accounting firms. Through our in-house training and mentorship programs you will have opportunities to develop and progress throughout your career.
Key Responsibilities:
Detailed review of taxable income calculations, including the analyses for identifying book-to-tax differences, the allocation of taxable income and tax provisions.
Detailed review of various Federal and State tax compliance filings and forms including: Forms 1099, 1120, 1065 and Schedule K-1, 1042, 8804 and 8805, 8865 and 5471s, etc. Coordinate the tax compliance process with clients and their tax advisors.
Assist with research of tax and financial reporting technical topics and guidance for proper reporting.
Manage multiple tax engagements throughout the year by working closely with internal teams, clients and their tax advisors while ensuring timelines for deliverables are adhered to.
Basic Qualifications
Bachelor's degree in accounting or finance, or equivalent work experience
Five to seven years of related work experience
Preferred Skills/Experience
Master’s degree in accounting or tax a plus
Certified Public Accountant a plus
3-5+ years of professional tax experience in public accounting or industry
Demonstrate ethics and integrity, while adhering to USBGFS’ core values and hold others accountable for upholding ethics and values
A team-oriented professional who is able to work collaboratively with other members of the Alternative Investment Tax Team, other internal teams, clients and their tax advisors
Shows initiative, including eagerness to work on projects, with the ability to communicate with 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
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
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
EEO is the Law
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) EEO 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 E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $73,610.00 - $86,600.00 - $95,260.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
U.S. Bank accepts applications for this position on an ongoing basis.