3-5 years of experience
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Employment Type:
Part time
Job Category:
Mutual Fund Tax Accountant - #223051
(This job is no longer available)
Grad Date

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Job Description

Job Area: Accounting

Business Area: Principal Funds

Location: OK - Oklahoma City;GA - Atlanta;TX - Austin;TX - Dallas;TN - Memphis;IL - Chicago;OH - Cleveland;OH - Columbus;IN - Indianapolis;MO - Kansas City;WI - Milwaukee;MO - St. Louis;CO - Denver;MN - Minneapolis;AZ - Phoenix;OR - Portland;NC - Charlotte;PA - Pittsburgh;NC - Raleigh;FL - Tampa;UT - Salt Lake City;NJ;NY;IA - Des Moines;NE - Omaha;CA-Folsom;NJ - Lambertville

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2019-06-14

What you'll do

Principal Funds is actively seeking a talented individual to join the mutual fund tax team. The team has responsibility for oversight of all outsourced tax work, establishing tax policies and controls and financial analysis and interpretation of domestic and international mutual fund tax accounting information for 100+ mutual funds.

Here are a few examples of the kinds of things you'll do:

* Research domestic and international tax regulations specific to the mutual funds and their investments.
* Manage foreign tax withholding forms and filings.
* Develop, maintain, and document tax policies and controls.
* Ensure tax compliance regulations are met.
* Manage dividends and distributions.
* Perform vendor oversight and review tax provisions, tax returns and tax reporting.

This position is also a great way to advance your career. As a growing company with over 14,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more. We're proud of consistently receiving several recognitions as a top workplace for employees. In fact, Principal made the cut in Forbes' first-ever list of "America's Best Employers!" And the best part? It's our employees who gave us a thumbs-up.

What you'll get from us

* Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you bring to the table. Find out more.
* Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
* A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
* The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That's why we provide the flexibility you need to find the right balance between your job and the rest of your life.


* Bachelor's degree in accounting or finance (or equivalent).
* 4+ years of relevant experience.
* Must have direct experience in at least one of the following areas: InvestOne accounting and process development/reporting, mutual fund taxation, foreign market openings or foreign taxes on financial instruments.
* CPA Certification and strong process and technology skills are preferred.
* Mutual fund tax accounting, knowledge of tax law & procedures, tax research skills, and/or financial services or public accounting experience is also preferred.
* Must have a strong sense of initiative as well as be highly motivated with the ability to work independently.
* Must have strong problem solving, leadership and analytical skills.
* Strong written and verbal communication skills.
* Must have good interpersonal, customer service, and organizational skills.
* Demonstrates the ability to accept and adapt to a changing environment.
* Consistently demonstrates the ability to identify and resolve complex tax accounting issues.
* High attention to detail required.
* Ability to meet established deadlines and work effectively under time constraints with limited supervision.

Job Level

We are open to considering candidates at the next level based on qualifications.


While we have a preference for those that are able to work in our Des Moines, IA office, we are open to those who wish to work remotely.

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email. If selected, you'll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.

Learn more about our hiring steps and find answers to frequently asked questions.

Additional Information

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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.

Who we are

We help people create the kinds of lives they dream about-empowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we're a member of the FORTUNE 500® and a global investment management leader.

So that's what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what's right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Learn more about our values in the workplace.

About Principal Financial Group

Principal Financial Group, Inc. (PFG) is a provider of retirement savings, investment and insurance products and services. The Company's United States and international operations is engaged on the asset accumulation and asset management. In addition, the Company is also engaged in providing a range of individual and group life insurance, group health insurance, individual and group disability insurance and group dental and vision insurance. The Company operates in four business segments: U.S. Asset Accumulation, Global Asset Management, International Asset Management and Accumulation, and Life and Health Insurance. (Source: 10-K)