Mutual Fund Tax Supervisor

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** Job Description
** Job Description
** Accelerate your career with us.
**** U.S. Bank
** Global Fund Services is seeking a future team member for the role of
** Mutual Fund Tax Supervisor
** position.

As a Mutual Fund Tax Supervisor you will be responsible for managing day-to-day RIC tax work, ensuring client timelines and deliverable dates are met. The position involves reviewing tax work prepared by others, including fiscal and excise tax provisions, tax returns, and ICI primary/secondary/NRA for various fund families and fund types such as RICs, ETFs, CEFs, and BDCs. The individual will serve as the primary contact for clients, regulatory agencies, and auditors, responding to inquiries and requests.

Additionally, this role leads and develops a team of 1–3 direct reports who prepare and/or review tax work, while handling technical tax issues and consulting with other tax supervisors and managers as needed.

Key Responsibilities
* Manage day-to-day RIC tax work, client timelines, and deliverable dates.
* Review tax work including:  + Fiscal year-end tax provisions.  + Excise year-end tax provisions and determine excise distribution requirements.  + Forms 1120-RIC, 8613, and state filings.  + ICI Primary and FBAR reporting.
* Serve as the primary contact for client correspondence, regulatory agencies, and auditors.
* Routinely handle assigned client calls and communications.
* Lead and develop a team of 1–3 direct reports; mentor tax technical skills for grade levels 10, 11, and 12.
* Address tax technical issues and escalate matters to the tax director when appropriate.
* Contribute to tax policies and procedures; advocate for process improvements.
* Participate in tax team audits and training initiatives; conduct team trainings.
* Evaluate team controls, procedures, and processes for continuous improvement.
* Demonstrate strong communication and writing skills, problem-solving abilities, and a solution-oriented approach.

Basic Qualifications  - Bachelor's degree in accounting or finance, or equivalent work experience  - Eight or more years of related work experience

Preferred Skills/Experience
* Ideally 5–8+ years of RIC tax experience.
* Thorough knowledge of operational issues involving mutual funds.
* Advanced understanding of legal, regulatory, and accounting principles impacting the mutual fund industry.
* Ability to successfully coordinate and follow through on short- and long-term projects.
* Excellent verbal and written communication skills.
* Proficiency in PC applications.
* Proven relationship-building skills.
* Strong tax technical foundation, risk identification, and resolution skills.
* Positive attitude and ability to foster respect among peers.
* This position is not eligible for visa sponsorship.
* This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .
** Benefits:
** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
*…