Tax Accountant

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at - all from Day One.

Job Description

Join a collaborative team that supports tax-related work for Wealth Management and corporate business lines. Tax preparation is completed by PwC, while this team oversees the process, reviews work for quality and accuracy, and serves as the key liaison between internal partners and external tax professionals.

What You'll Do

Manage an assigned portfolio of accounts and oversee tax compliance activities.

Review tax returns and related deliverables for accuracy, quality, and timeliness.

Partner with PwC and internal stakeholders to resolve tax-related questions.

Support trust and charitable tax compliance activities.

Participate in projects, process improvements, and operational initiatives.

Charitable Services Focus

Review and coordinate tax compliance for Private Foundations and Charitable Gift Annuities (CGAs).

Support Form 5227 filings and Form 1099-NEC reporting reviews.

Coordinate charitable tax returns and Form 990 notice requirements.

Assist with state filing compliance and registration requirements.

Partner with PwC and internal teams to maintain charitable filing records and reporting obligations.

Basic Qualifications

Bachelor's degree, or equivalent work experience

Four to six years of related experience

Preferred Skills/Experience

Excellent accounting, tax accounting, mathematical, and analytical skills

Proven ability to identify and resolve exceptions and to analyze data

Thorough knowledge of government and regulatory laws and regulations

Thorough knowledge of financial analysis, forecasting, and planning

Demonstrated analytical, problem-solving, decision-making, and organizational skills

Effective customer relations, interpersonal, and verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks depending on salary grade and tenure)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.