Alternative Investment Tax Manager

U.S. Bancorp
Milwaukee
Workplace: OnsiteFull timeUSD 111,605 - 131,300 annuallyFunction: Healthcare (Clinical, Medical, Wellness)Experience: 9+ yearsEducation: bachelorsSkills: ["Leadership","Mentoring","Client communication","Risk mitigation","Networking"]

Lead the Fund Administration tax practice for mutual funds, hedge funds, private equity, offshore funds, and other investment companies. Provide expert tax compliance and consulting, manage multiple client priorities, and oversee workflow for timely, high-quality deliverables. Diagnose client tax needs, deliver innovative tax planning strategies to optimize positions and mitigate risk, and support proposals and cross-selling while training, supervising, hiring, and developing the tax team.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Alternative Investment Tax Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Lead the Fund Administration tax practice for mutual funds, hedge funds, private equity, offshore funds, and other investment companies. Provide expert tax compliance and consulting, manage multiple client priorities, and oversee workflow for timely, high-quality deliverables. Diagnose client tax needs, deliver innovative tax planning strategies to optimize positions and mitigate risk, and support proposals and cross-selling while training, supervising, hiring, and developing the tax team.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Healthcare (Clinical, Medical, Wellness)
Seniority: Manager level

Key Responsibilities

  • •Use broad tax knowledge in the financial services industry to analyze issues and provide expert solutions that meet client needs
  • •Oversee tax team workflow to deliver timely, high-quality, value-driven tax compliance and consulting services
  • •Diagnose client tax needs and develop innovative tax planning solutions to optimize tax strategies and positions while mitigating risk
  • •Proactively communicate with clients, including providing updates on technical, regulatory, and compliance developments
  • •Provide team leadership including training, supervision, goal setting, and hiring/developing and retaining quality personnel

Pay and Benefits

Salary: USD 111,605 - 131,300 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption AssistanceRetirement

Key Requirements

  • •Bachelor's degree in accounting, finance or related field
  • •CPA certified or candidate
  • •Nine or more years of experience in Mutual Fund Administration or related field (e.g., public accounting)
  • •Working knowledge of Microsoft Office products, including Excel
  • •Basic knowledge of GoSystems or other tax software
Experience:9+ yearsMutual fundsHedge fundsPrivate equityFund administrationPublic accountingFinancial services
Education:Bachelor's
Skills:LeadershipMentoringClient communicationRisk mitigationNetworking
Certifications:CPA
Tech Stack:Microsoft OfficeExcelGoSystems

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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