Tax Accountant I

FIS • Milwaukee, WI

414d

About The Position

The Tax Accountant at FIS is responsible for preparing tax information reporting forms to ensure compliance with federal, state, and local tax laws. This role involves analyzing and resolving tax-related questions, reviewing account information for accurate reporting, and providing customer service to clients. The position requires attention to detail, strong analytical skills, and the ability to manage workloads, especially during the busy tax season from January 2nd to April 15th.

Requirements

• Bachelor's degree in Accounting or relevant field.
• Experience in tax preparation and reporting.
• Proficiency in OneSource Trust Tax software and FIS TrustDesk Accounting System.
• Strong analytical and problem-solving skills.
• Detail-oriented with the ability to manage workloads and deadlines.

Responsibilities

• Preparation of tax information forms including IRS Form 1099 series.
• Transaction reporting for Master Limited Partnership holders to our vendor.
• Out of State Municipal Income reporting to state taxing authorities.
• Backup and Foreign Withholding calculations.
• Transaction and data modification in OneSource Trust Tax software.
• Calculate tax cost adjustments, such as Return of Capital and Wash Sales.
• Monitor and execute amortization and accretion modelling processes.
• Demonstrate proficiency in OneSource Trust Tax and FIS TrustDesk Accounting System.
• Provide timely and accurate customer service to clients.
• Work with internal trust operations to identify, correct, and improve operational processes impacting tax preparation and reporting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree