Senior Tax & Retirement Analyst — Fund Operations Lead
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Accounting & Finance, Financial Reporting, Financial Compliance
UMB Financial Corporation in Milwaukee, WI seeks a Tax-Retirement Analyst III to support daily tax and retirement operations for mutual fund clients and oversee associates. You will train and mentor Tax and Retirement Analyst I and II, review their work for accuracy, and collaborate with other departments on conversions, fund startups, and regulatory projects while driving process improvements.
You will lead year-end tax reporting, cost-basis adjustments, and manage vendor relationships in a
The Senior Tax & Retirement Analyst — Fund Operations Lead role at UMB Financial Corporation is now open for applications in Milwaukee, WI, United States.
This posting is for the Senior Tax & Retirement Analyst — Fund Operations Lead role at UMB Financial Corporation, based in Milwaukee, WI, United States.
We are looking to fill the Senior Tax & Retirement Analyst — Fund Operations Lead position at UMB Financial Corporation in Milwaukee, WI, United States.
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