Tax Manager

US Bank; Milwaukee (WI); On-site; USD 98,000 - 116,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term and optional term life보험

Job summary

U.S. Bank is seeking a senior compliance leader to oversee a team of administrators supporting investment funds. You will guide regulatory filings, manage fund expenses, coordinate Board reporting, and liaise with clients and regulatory agencies to ensure timely, accurate operations.

This role requires deep knowledge of mutual funds, SEC requirements, and strong leadership and communication skills. You will work from a U.S.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• CPA certification or candidate.
• Eight or more years of experience in Mutual Fund Administration or related field.

Responsibilities

• Leads a team of compliance administrators overseeing SEC regulatory filings and financial statements.
• Manages fund expenses and coordinates Board reporting.
• Serves as primary contact for fund clients and regulatory agencies.
• Ensures activities comply with state, federal, and SEC requirements.

Skills

Mutual Funds operations

Regulatory compliance

Project coordination

Communication skills

Education

Bachelor's degree in accounting/finance or related field

CPA certification or candidate

Tools

PC applications

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Join our team in a key leadership role overseeing a talented group of compliance administrators supporting investment funds. You'll guide regulatory and financial statement filings, manage fund expenses, coordinate Board reporting, and help ensure compliance with state, federal, and SEC requirements. As a primary point of contact for fund clients and regulatory agencies, you'll build strong relationships, coordinate day-to-day fund operations, and partner with service providers to deliver excellent results. This is a great opportunity for someone who enjoys leading teams, working with clients, and contributing to the successful operation of investment funds.

Leads a team of compliance administrators, who monitor compliance programs, complete all SEC regulatory and financial statement filings, manage all fund expenses, provide reporting to funds' Board of Directors and ensure all activities meet the requirements of state and federal legal and regulatory agencies.

Serves as the primary contact for correspondence with clients and regulatory agencies, responding to their requests.

Responsible for primary contact with fund clients including coordination of activities and communication of fund operations and service providers.

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 disability accommodations for applicants .

Basic Qualifications

• Bachelor's degree in accounting, finance or related field
• CPA certified or candidate
• Eight or more years of experience in Mutual Fund Administration or related field, i.e., public accounting

Preferred Skills/Experience

• Thorough knowledge of operational issues involving Mutual Funds
• Advanced knowledge and understanding of legal, regulatory and accounting principles which directly affect the mutual fund industry and their clients
• Ability to successfully coordinate and follow through on short/long-term projects
• Excellent verbal and written communication skills
• Thorough knowledge of PC applications
• Proven relationship building skills

Benefits

• 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
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here .

Equal Opportunity Employer

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program .

Pay Range

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to,