FIS - Milwaukee, WI
posted 5 days ago
Full-time - Entry Level
Milwaukee, WI
Professional, Scientific, and Technical Services
About the position
The Tax Accountant I position at FIS Management Services LLC is a full-time role focused on preparing tax information reporting forms to ensure compliance with federal, state, and local tax laws. The role requires attention to detail, strong analytical skills, and the ability to manage workloads and deadlines, especially during the busy tax season from January 2nd to April 15th.
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.
Requirements
- Bachelor's degree in Accounting or related field.
- Experience in tax preparation and reporting.
- Proficiency in OneSource Trust Tax software and FIS TrustDesk Accounting System.
Nice-to-haves
- Detail-oriented with strong analytical and problem-solving skills.
- Ability to manage workloads and meet deadlines.
Benefits
- Equal opportunity employer with a commitment to diversity and inclusion.
