Principal Financial Group Atlanta - Jobs USA
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Wednesday, September 29, 2021

Principal Financial Group Atlanta

Tax Analyst - Custody

  • Principal Financial Group
  • Atlanta
  • Full Time
  • Posted on September, 2021

#jobsAtlanta #hiringAtlanta


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 be involved with the preparation of filing of relevant tax returns, assist with day to day tax operations, and work with outside tax vendors and outside accountants.

Examples of things you might do:

• Assist with and monitor the exchange of data and files between Principal and third-party vendors

• Help facilitate tax payments to tax authorities

• Perform tax reconciliations and other tax-related internal controls

• Assist with and prepare tax-related calculations and tax-related adjustments

• Assist with the preparation and filing of relevant tax forms (Trust/1099, NRA/FATCA, 5498, etc.)

• Maintain tax-related documents, books, and records consistent with regulatory rules and Principal policy

Provide prompt, courteous and excellent service at an acceptable cost to all customers; operate in an

ethical manner in accordance with all applicable laws and regulations, the company's Corporate Code

of Ethics, employee handbook, applicable compliance and operations policies and procedures, and

other policies of the company. Possess a high degree of integrity and actively cooperate and interact

with all entities of the Principal Financial Group.


Bachelor's degree or equivalent experience required

CPA, Enrolled Agent, or bank trust/information reporting experience preferred

Minimum of 2+ years tax-related experience


𝗪𝗼𝗿𝗸 𝗔𝘂𝘁𝗵𝗼𝗿𝗶𝘇𝗮𝘁𝗶𝗼𝗻/𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀𝗵𝗶𝗽

At this time, we're not considering candidates 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

𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗱𝗲 𝗼𝗳 𝗘𝘁𝗵𝗶𝗰𝘀

For Principal Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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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Principal Financial Group


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