Job Description
What You'll Do:
Do enjoy tax-related work? Do you have experience with or interest in learning about custody operations? If so, Principal is looking for you! As a Tax Analyst – Custody, you’ll assist with the preparation and filing of relevant tax returns, be involved with day to day tax operations, and collaborate with internal and external parties to satisfy client needs .
Examples of things you might do:
- Assist with the preparation and filing of relevant tax forms (Trust/1099, NRA/FATCA, 5498, etc.)
- Help facilitate tax payments to tax authorities
- Perform tax reconciliations and other tax-related internal controls
- Assist with and monitor the exchange of data and files between Principal and third-party vendors
- Assist with and prepare tax-related calculations and tax-related adjustments
- Maintain tax-related documents, books, and records consistent with regulatory rules and Principal policy
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are: - Bachelor's degree or equivalent experience required
- Must have a minimum of 2-4 years related tax experience
- Must have solid analytical, problem solving, interpersonal, time management, planning, decision making, and communication skills
- Must be detailed oriented
- Success in this position requires a strong client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely information with minimal supervision
- Must be able to handle multiple, increasingly complex, tasks, prioritize effectively and be flexible as business needs change.
- Must have the ability to take initiative, be a self-starter and work independently
Skills That Will Help You Stand Out
- CPA, Enrolled Agent, or bank trust/informational reporting experience strongly preferred
- An understanding of custody accounting system and tax preparation software preferred
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to determine which option may align best based on several factors.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 5/3/2024 Latest Post Date: Careers - US: 5/3/2024 LinkedIn Remote Hashtag
: #LI-Remote