Tax-Retirement Analyst III
UMB Financial
Milwaukee
Workplace: HybridFull timeUSD 51,480 - 90,760 annuallyFunction: Finance & AccountingEducation: bachelorsSkills: ["Mentoring","Attention to detail","Process documentation","Cross-department collaboration","Vendor relationship management"]Support the UMB Registered Fund team by managing exception items and year-end tax reporting. Prepare and file required tax forms (including 1042/945 and shareholder 1099/1042 S), handle cost basis adjustments, and run annual fund reclassification processes. Lead streamlining and remediation efforts, manage outside vendor relationships, and help design/testing of systems for client conversions. Also mentor and review the work of junior analysts.
