Kforce Inc
Tax Specialist – Financial Services
Base pay range: $90,000.00/yr – $110,000.00/yr.
Responsibilities
Prepare and review partnership taxable income, book and tax allocations, tax estimates, Schedule K-1s, and tax returns.
Complete required filings, including Forms 926, 8621, 8858, 8865, 8886, 5471, W-8, and others as needed.
Conduct ASC 740 Uncertain Tax Position analyses and prepare monthly NRA Withholding Statements.
Support the month‑end close process and produce reconciliations for balance sheet and income statement accounts.
Analyze and identify book‑to‑tax differences, including wash sales, PFICs, bond bifurcation, and accretion/amortization of discount/premium.
Document tax and accounting policies and procedures.
Assess and enhance reporting processes and systems, collaborating with internal technical resources.
Participate in operational improvements, ad‑hoc analysis, and special projects as required.
Requirements
Bachelor’s degree in Accounting or Finance; CPA or MST preferred or in progress.
3–5 years of financial services experience, with exposure to the taxation of financial products and hedge/mutual funds or investment companies.
Knowledge of fixed‑income securities, derivatives, and complex financial instruments.
Advanced proficiency in MS Excel; familiarity with Total Return (SS&C GlobeOp), Brightline, K1x, Alteryx, and/or Workday is a plus.
Strong analytical, organizational, communication, and interpersonal skills.
Benefits Comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), life, disability, and ADD insurance. Salaried personnel receive paid time off. Hourly employees are not eligible for PTO unless required by law; hourly Service Contract Act employees are eligible for paid sick leave.
EEO Statement Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Seniority Level Associate
Employment Type Full‑time
Job Function Accounting / Auditing and Finance
Industries Financial Services, Investment Banking, and Investment Management
Job Title STAFF ACCOUNTANT - Tax and Audit Departments - Entry Level
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Responsibilities
Prepare and review partnership taxable income, book and tax allocations, tax estimates, Schedule K-1s, and tax returns.
Complete required filings, including Forms 926, 8621, 8858, 8865, 8886, 5471, W-8, and others as needed.
Conduct ASC 740 Uncertain Tax Position analyses and prepare monthly NRA Withholding Statements.
Support the month‑end close process and produce reconciliations for balance sheet and income statement accounts.
Analyze and identify book‑to‑tax differences, including wash sales, PFICs, bond bifurcation, and accretion/amortization of discount/premium.
Document tax and accounting policies and procedures.
Assess and enhance reporting processes and systems, collaborating with internal technical resources.
Participate in operational improvements, ad‑hoc analysis, and special projects as required.
Requirements
Bachelor’s degree in Accounting or Finance; CPA or MST preferred or in progress.
3–5 years of financial services experience, with exposure to the taxation of financial products and hedge/mutual funds or investment companies.
Knowledge of fixed‑income securities, derivatives, and complex financial instruments.
Advanced proficiency in MS Excel; familiarity with Total Return (SS&C GlobeOp), Brightline, K1x, Alteryx, and/or Workday is a plus.
Strong analytical, organizational, communication, and interpersonal skills.
Benefits Comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), life, disability, and ADD insurance. Salaried personnel receive paid time off. Hourly employees are not eligible for PTO unless required by law; hourly Service Contract Act employees are eligible for paid sick leave.
EEO Statement Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Seniority Level Associate
Employment Type Full‑time
Job Function Accounting / Auditing and Finance
Industries Financial Services, Investment Banking, and Investment Management
Job Title STAFF ACCOUNTANT - Tax and Audit Departments - Entry Level
#J-18808-Ljbffr