Associate, Fund Tax chez Principal Financial Group

What You'll Do:

We’re looking for an Associate, Fund Tax to join our Principal Asset Management team. In this role, you'll be responsible for performing day-to-day fund tax accounting activities for mutual funds and other investment entities. Duties include reviewing holdings and income, running reports from the accounting system for analysis, calculating dividend and capital gain distributions, assisting with financial statement audits, working with external auditors and other service providers, and reviewing US and foreign tax filings. Incumbent will be responsible for ensuring all activities performed are completed in compliance with established regulatory and internal control procedures and guidelines.

• Assist with mutual fund tax compliance, including asset diversification, gross income testing, tax return reporting, required distribution calculations, year-end 1099 reporting, EU and tax treaty reclaims, and financial statement tax information.
• Reviewing reports, transmitting, and compiling data.

 

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 work experience required; strong preference towards a bachelor's degree in accounting with exposure to tax, finance, or other analytical course work
• Regulated Investment Company experience strongly preferred
• Demonstrated problem solving, time management, interpersonal and communication skills is required
• Must be detail oriented, able to maintain a high degree of accuracy, meet established deadlines, and able to handle multiple tasks and prioritize effectively
• Must have the ability to build and maintain strong working relationships and effectively communicate with internal and external contacts
• Must have the ability to work independently and ask thoughtful questions
• Experience with Microsoft Office Products Preferred
• Ability to learn systems and applications used within the firm required
• This position requires successful completion of a criminal background check.

Salary Range Information:Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Salary Range:$67500 - $147600 / yearTime Off Program:Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension Eligible:NoAdditional 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). You’ll work with your leader to figure out which option may align best based on several factors.

Job Level

We’ll consider talent at the next level with the right experiences and skills. 

 

 

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):10/10/2025Latest Post Date: Careers - US:10/10/2025

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