Tax-Retirement Analyst III

UMB Financial Corporation; Milwaukee (WI); On-site; USD 68,000 - 100,000; Full time

Job summary

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

Qualifications

• Bachelor's Degree in a relevant field.
• Experience in financial services operations or tax.
• Knowledge of mutual funds and alternative investments for 1099 reporting.
• Knowledge of IRA transaction processing and Federal and State withholding rules, or 1099 reporting requirements including cost basis calculations.

Responsibilities

• 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.

Skills

Mutual funds knowledge

IRA processing knowledge

Tax reporting expertise

Education

Bachelor's Degree

Job description

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.

UMB offers competitive and varied benefits to eligible associates, such as 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, and 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. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

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