Senior Tax & Retirement Analyst - Funds
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-13
Listing for:
UMB Financial Corporation
Full Time
position Listed on 2026-08-13
Job specializations:
-
Accounting
Financial Reporting, Accounting & Finance, Financial Analyst, Tax Analyst -
Finance & Banking
Financial Reporting, Accounting & Finance, Financial Analyst, Tax Analyst
Job Description & How to Apply Below
UMB Financial Corporation in Milwaukee, WI seeks a Tax-Retirement Analyst III to support the Tax Department in daily fund accounting, tax, and reporting tasks. You will mentor junior analysts and review work for accuracy, while collaborating on transfers, fund startups, and regulatory projects.
You will manage year-end tax deadlines, 1042/945, 1099 forms, and cost basis reporting, and lead process improvements with external vendors. A Bachelor's degree and fund/tax experience are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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