Associate - Settlement Funds

Job Description

Job Description

It’s more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary :

The Settlement Fund Associate is a position within the Settlement Fund group of the Tax Department. The Settlement Fund Associate is responsible for preparing fund accounting, quarterly estimated taxes, and tax returns for Qualified Settlement Funds (“QSFs”) under the oversight of managers and partners. The Settlement Fund Associate works with partners and managers to build and maintain relationships with administrators, law firms, lawyers, administrative agencies, courts, receivers, trustees and other industry leaders to provide tax support and other services. Among other important engagements, the Settlement Fund group manages the firm’s role as Tax Administrator for the U.S. Securities and Exchange Commission.

While the Settlement Fund group is part of the Tax Department, the Settlement Fund Associate is a dedicated position within the Settlement Fund group and does not work on general tax engagements for the Tax Department.

Duties / Responsibilities :

• Assist with tax-related client issues, research, and transactions.
• Communicate directly with existing clients, colleagues, and management regarding various tax matters.
• Compute taxes owed, follow tax form instructions and tax tables for federal and state income tax compliance and planning.
• Prepare income tax returns for QSFs.
• Prepare quarterly tax estimates, tax and fee reserves, consolidated fund accounting reports (CFARs), and other reports as required.
• Review financial records (e.g., bank statements) and governing documents (settlements, judgments, orders, etc.) to determine QSF tax compliance obligations.
• Review fund transactions for annual information reporting obligations (1099, 1042-S, etc.).
• Perform other related duties and projects as assigned.

Education and Experience :

Required :

Preferred :

Required Skills / Abilities :

Physical Requirements :

Benefits

LIFE :

FAMILY :

BUSINESS :

DREAMS :

Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

Miller Kaplan does not intend to hire job seekers who will need, now or in the future, Miller Kaplan sponsorship through the H-1B lottery, unless otherwise stated on the job posting.

All qualified applicants will receive consideration for employment at Miller Kaplan without regard to race, religious creed, color, ancestry, national origin, sex, gender (including gender identity and gender expression), age, mental or physical disability, medical condition, genetic information, sexual orientation, marital status, reproductive health decisions, military / veteran status, or any other legally protected status in accordance with state and / or federal law.

Miller Kaplan does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Miller Kaplan or any employee or owner of Miller Kaplan without a pre-existing agreement signed by both parties covering the submission will be considered the property of Miller Kaplan and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Miller Kaplan property and free of fees. If you would like to inquire about referrals and or contracts, please reach out to careers@millerkaplan.com.

All qualified applicants will receive consideration for employment at Miller Kaplan in accordance with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance regarding applicants with criminal histories and the SF Fair Chance Ordinance regarding applicants with arrest and conviction records.

Salary : $60,000 - $70,000