Date Posted: 03/26/2026
Hiring Organization: Rose International
Position Number: 498962
Industry: Financial Services
Job Title: Tax Accountant
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Work Model Details: 3 days in office
Shift: 1st shift
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 32.00
Max Hourly Rate($): 32.00
Must Have Skills/Attributes: Accounting, Tax Analysis
Experience Desired: Coordinate distribution of tax forms and supporting schedules to investors and partners (3 yrs); IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s (3 yrs)
Required Minimum Education: Bachelor’s Degree
**C2C is not available**
Job Description
Education:
• Bachelor's degree required
Basic Requirements:
• Degree in Accounting or Finance required
Preferred Qualifications:
• CPA certification or CPA candidate strongly preferred
Job Summary:
The Fund Administration practice at U.S. Bancorp Fund Services, LLC (USBFS) delivers value-added services to a diverse and rapidly growing client base, including mutual funds, hedge funds, private equity funds, offshore funds, and other investment companies.
In today’s complex regulatory environment, our tax professionals serve as trusted advisors—partnering with clients and accounting firms to develop innovative tax strategies, optimize tax positions, and mitigate risk.
The Tax Analyst will join a collaborative team responsible for delivering high-quality tax services to investment companies and advisors. This role involves preparing tax filings, supporting audits, and ensuring accurate reporting of income and capital gains.
Job Duties:
Prepare federal and state tax returns, including:
• IRS Forms 1120-RIC, 8613, 1065, and Schedule K-1s
• Coordinate distribution of tax forms and supporting schedules to investors and partners
Calculate mutual fund taxable income, including:
• Book-to-tax differences (e.g., wash sales, Section 1256, Section 988, PFIC adjustments)
• Determine taxable income for hedge funds and investment partnerships
• Set up new partnerships and partner records in tax preparation systems
Calculate and prepare:
• Monthly, quarterly, semi-annual, and annual estimated tax payments
• Federal and state withholding tax liabilities and related filings
Coordinate preparation of Form 1099-MISC
Prepare income and capital gain/loss estimates for clients
Perform dividend distribution calculations
Collaborate with clients and independent auditors to support tax reporting and compliance
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.
Stephanie, Consultant
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
Your team at Rose International is always very helpful and responsive.
Barbara, Consultant
My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.
Diana, Consultant
You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!
Tonya, Consultant
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