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Wealth Management Financial Compliance

Mutual Fund Tax Supervisor — Lead, Mentor & Client Liaison

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Compliance
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 86360 - 101600 USD Yearly USD 86360.00 101600.00 YEAR
Job Description & How to Apply Below
A major financial institution in Milwaukee is seeking a Mutual Fund Tax Supervisor. In this role, you will oversee day-to-day RIC tax operations, ensure compliance with tax regulations, and manage a team of 1-3 members. Candidates should possess at least 8 years of experience in tax, ideally with mutual funds, and a relevant bachelor's degree. The position requires excellent communication skills and strong problem-solving abilities.

A comprehensive benefits package is provided.
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