UMB Bank
Tax-Retirement Analyst III
Milwaukee WI · Mid
Sponsorship not specified$62k-$91kDetected 30 days ago
Accounting
About the role
- As the Tax-Retirement Analyst III, you will assist in training and act as mentor for associates in Tax and Retirement Analyst I and II positions.
- You're more than a means to an end-a way to help us meet the bottom line.
- We want you to do the right thing, no matter what.
Responsibilities
- The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.
- You'll be valued for exactly who you are and encouraged to support causes you care about.
Requirements
- Bachelor's Degree
- Financial services industry experience in either an Operations or Tax related capacity.
- Knowledge of mutual funds and alternative investments products as related to 1099 reporting
- Knowledge of IRA transaction processing and Federal and State withholding rules, or 1099 reporting requirements including cost basis calculations
Compensation
- Manage the annual fund reclassification processes
Benefits
- Please see the description of benefits included with this job posting for additional information.
- Benefit offerings and eligibility requirements vary.
Company info
- Are you ready to be part of something more?
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This listing is sourced directly from UMB Bank's careers page and normalized into a canonical job model.