UMB Bank Lead Tax Administrator in Milwaukee Wisconsin United States

Why UMB Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!

We have plenty of tradition too - actually 100 years of it! We're proud of our history, stability, and proven track record of success. With over $13 Billion in Total Assets, UMB has consistently been recognized as one of the nation's best financial institutions and we currently need more dedicated and enthusiastic people, just like you!

UMB Fund Services, a wholly owned subsidiary of UMB, is a nationally respected investment services provider offering a broad array of services for mutual funds, alternative investments and separately managed accounts. Our 300+ associates service more than 200 clients with combined assets of approximately $150 billion. Headquartered in Milwaukee, Wisconsin, we also have operations in Kansas City, Missouri; Ogden, Utah; and Chadds Ford, Pennsylvania.

Duties and Responsibilities Review and/or assist in the preparation of the income and excise tax responsibilities of a group of Tax Analysts and the reporting of tax related information for various mutual funds. Key Functions:

  • Review and/or assist in the preparation of income and excise tax provisions and tax information for quarterly, semi-annual and annual financial reports

  • Review and/or assist in the preparation of tax filings (extensions, federal income and excise and State tax filings)

  • Review and/or assist in the preparation of calendar year mutual fund tax information for shareholder tax reporting

  • Review and/or assist in the preparation of ASC 740-10 (Uncertain Tax Positions) documentation and ASC 740 (Accounting for Income Taxes) documentation and footnote

  • Review and/or assist in the calculation of periodic and annual income and capital gain distributions and review of dividend memos

  • Coordinate the tax provisions and tax filings with the mutual fund s auditors

  • Maintain working relationships with the mutual fund clients and the mutual fund s auditors

  • Participate in developing policies and procedures that are in compliance with mutual fund tax administration rules

  • Participate in the training and development of Tax Administrators

Minimum Requirements Education : A Bachelor’s Degree Experience: Six years or more of mutual fund tax administration or combined mutual fund tax administration experience and/or public accounting tax and/or corporate or partnership tax experience.

Minimum Knowledge and Skills

  • Significant knowledge and understanding of mutual fund tax and security tax rules

  • Demonstrated leadership skills

  • Superior organizational skills and attention to details

  • Strong written and verbal communication skills

  • Ability to take initiative to perform in a highly structured deadline driven environment

  • Ability to work independently while simultaneously handling different responsibilities with various deadlines

  • Proficient in Excel, Word and Adobe Acrobat

Preferred Knowledge and Skills A Bachelor's Degree in Accounting or Finance

At UMB We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get: Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!! Professional Development:We provide our associates with the tools they need to support their career goal - including training, tuition reimbursement and career guidance. Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows an associate to dedicate 16 hours a year to a worthy cause of their choice. Culture of Diversity and Inclusion:We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

. IndeedEX MN :

Requisition Number: 2500BR

Job Title: Lead Tax Administrator

Employee Type: Full Time

Requisition Type: Exempt

Function: Asset Servicing

Work Schedule: 8:00 a.m. - 5:00 p.m. Overtime as required.

Address: 803 W. Michigan Street

City: Milwaukee

State: WI

Postal Code: 53233-0000