Senior Tax & Retirement Analyst — Fund Operations Lead

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

As a Senior Tax & Retirement Analyst — Fund Operations Lead, you will play an important part at UMB Financial Corporation in Milwaukee, WI, United States.

This role is for the Senior Tax & Retirement Analyst — Fund Operations Lead role at UMB Financial Corporation.

We are seeking a motivated Senior Tax & Retirement Analyst — Fund Operations Lead to join UMB Financial Corporation in Milwaukee, WI, United States.