Sr. Mutual Fund Tax Accountant

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RedLine Resources Published: May 15, 2017
Job Type


We are looking for a Sr. Tax Analyst to join a large investment manager in the Milwaukee area. This person will be responsible for a combination of tax and private equity accounting.

Formal Duties:

·         Support the tax compliance process with a focus Schedule K-1s, tax credits, transfer pricing, and the coordination of external tax preparers

·         Support the tax accounting process and

·         Work cross-functionally with other departments including Treasury, Legal, Operations, and Compliance

·         Perform general capital accounting requirements and financial reporting for the partnership


·         4+ years of tax experience in Big 4 environment; highly prefer Financial Services client base

·         CPA eligible or CPA preferred

·         Bachelor's degree in Accounting or Master's in Taxation

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