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What Youll 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

  • Bachelors 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

Salary Range InformationSalary Range (Non-Exempt expressed as hourly Exempt expressed as yearly)Time Off ProgramPension EligibleAdditional Information

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, were 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.

and

Nonimmigrant Workers

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

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.

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