Tax-Retirement Analyst III

UMB Bank; Milwaukee (WI); Hybrid; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Dental and vision

HSA

FSAs

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Bank in Milwaukee, WI is seeking a Tax-Retirement Analyst III to support the Tax Department in daily fund accounting, tax, and regulatory tasks. The role includes coaching junior analysts, reviewing work for accuracy, and representing tax on client conversions and regulatory projects.

You will monitor exceptions, manage year-end tax reporting deadlines, and lead projects to streamline reporting and vendor processes within a collaborative transfer agency setting.

Qualifications

• Bachelor's degree required; financial services experience preferred.
• Knowledge of mutual funds and 1099 reporting is desirable.
• IRA processing and withholding rules knowledge a plus.

Responsibilities

• Monitor and resolve exception items to ensure timely closure.
• Document and review workflow procedures.
• Manage year-end tax reporting deadlines and 1042/945, 1099 and 1042-S filings for fund clients.
• Process cost-basis reporting adjustments and corrections.
• Oversee annual fund reclassification processes.
• Lead reporting improvements and remediation tasks; manage vendor relationships.
• Review invoices from external vendors and align with tax form production.
• Lead projects designing and testing new systems or client conversions.
• Collaborate with other departments and support department leadership.

Education

Bachelor's Degree

Job description

Hybrid

Milwaukee WI

Full time

R-8874

The UMB Registered Fund team , which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.

As the Tax-Retirement Analyst III , you will assist in training and act as mentor for associates in Tax and Retirement Analyst I and II positions. You will review the work of Tax and Retirement Analyst I associates for accuracy and completeness while providing constructive feedback and represent the Tax Department within the transfer agency on conversions, fund startups and regulatory projects.

How you will spend your time:

• Monitor and resolve exception items to ensure resolution within acceptable time frames
• Document/review workflow and procedures
• Manage and resolve year-end tax reporting deadlines, including the preparation of forms 1042/945 for fund clients, and shareholder 1099 and 1042 S preparation/filings
• Process adjustments to cost basis reporting related to the 1099 and corrections process
• Manage the annual fund reclassification processes
• Lead the team in streamlining reporting and withholding processes as well as remediation tasks
• Manage outside vendor relationships
• Review invoices received from outside vendors and reconcile back to tax form production
• Lead projects which include designing and testing of new systems and programs, the converting or de-converting of clients
• Ability to partner with other departments
• Ability to manage and maintain partnerships with outside vendors as it relates to tax form processing
• Act as back up to department manager

We’re excited to talk with you if:

• Bachelor's Degree
• Financial services industry experience in either an Operations or Tax related capacity.
• Knowledge of mutual funds and alternative investments products as related to 1099 reporting
• Knowledge of IRA transaction processing and Federal and State withholding rules, or 1099 reporting requirements including cost basis calculations
• Knowledge of mutual funds and alternative investments products as related to 1099 reporting

This position was posted on 09/17/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$67,869 - $99,836

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

• Paid Time Off
• a 401(k) matching program
• annual incentive pay
• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings
• flexible spending
• dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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