Senior Tax & Retirement Analyst: Team Lead & Mentor

UMB Bank; Milwaukee (WI); On-site; USD 56,890 - 83,080; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Tuition reimbursement

Fitness reimbursement

Job summary

UMB Bank seeks a Tax-Retirement Analyst III in Milwaukee, Wisconsin. The role involves mentoring junior analysts, managing tax reporting processes, and leading projects to enhance efficiency.

Qualified candidates need a Bachelor's Degree and experience in operations or tax within financial services, along with knowledge of mutual funds and IRA transaction reporting.

Competitive benefits are offered, including a 401(k) matching program, paid time off, and comprehensive insurance coverage.

Qualifications

• Experience in an Operations or Tax related capacity within financial services.
• Knowledge of financial products related to 1099 reporting.

Responsibilities

• Monitor and resolve exception items efficiently.
• Manage year-end tax reporting deadlines.
• Lead projects involving new system designs.
• Act as a backup to department manager.

Skills

Financial services industry experience

Knowledge of mutual funds

Knowledge of IRA transaction processing

Knowledge of 1099 reporting

Education

Bachelor's Degree

Job description

UMB Bank seeks a Tax-Retirement Analyst III in Milwaukee, Wisconsin. The role involves mentoring junior analysts, managing tax reporting processes, and leading projects to enhance efficiency.

Qualified candidates need a Bachelor's Degree and experience in operations or tax within financial services, along with knowledge of mutual funds and IRA transaction reporting.

Competitive benefits are offered, including a 401(k) matching program, paid time off, and comprehensive insurance coverage.