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Tax Administrator III
UMB Bank • Milwaukee, WI 53208 • Posted 30+ days ago
Tax Administrator III
UMB Bank • Milwaukee, WI 53208 • Posted 30+ days ago
In-person • Full-time • $56,890-$109,270/yr • Mid Level
The **Registered Funds Team** of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts.
As the **Tax Administrator III** , you will help prepare taxes on a given set of funds to make sure taxes are prepared in a timely manner. This is a great role for candidates that have previous Mutual Fund or Corporate Tax accounting experience, or Tax Analyst experience, who want to develop more skills and have better work-life balance!
**How you will spend your time:**
+ Preparation of income and excise tax provisions
+ Preparation of supporting tax schedules to support income and excise tax provisions
+ Preparation of tax information for quarterly, semiannual, and annual financial statement reporting
+ Preparation of tax filings (extensions, federal income and excise and State tax filings)
+ Preparation of supporting tax schedules to support income and excise tax filings
+ Preparation of other miscellaneous tax filings (IRS Forms SS 4, W 9, 1099 MISC, FinCEN Forms 114 and 114a, etc.)
+ Preparation of calendar year mutual fund tax information for shareholder tax reporting
+ Preparation of ASC 740 10 (Uncertain Tax Positions) documentation and ASC 740 (Accounting for Income Taxes) documentation and footnote
+ Calculation of periodic and annual income and capital gain distributions and review of dividend memos
+ Work with the mutual fund's independent auditors in their review of income and excise tax provisions and tax information for the mutual fund's financial statement reporting
+ Review the work of Tax Interns and Tax Administrator and provide feedback/training
+ Other duties as assigned
**We're excited to talk with you if:**
+ You have completed a Bachelor's program in Accounting, Finance, or related field of study
+ Helped file tax returns for corporations or mutual fund clients over the last 3+ years
**Bonus Points if:**
+ You have a Master's in Accounting or Tax **OR**
+ You have a CPA license
**Compensation Range:**
$56,890.00 - $109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)
Check out the road to a career at UMB
As the **Tax Administrator III** , you will help prepare taxes on a given set of funds to make sure taxes are prepared in a timely manner. This is a great role for candidates that have previous Mutual Fund or Corporate Tax accounting experience, or Tax Analyst experience, who want to develop more skills and have better work-life balance!
**How you will spend your time:**
+ Preparation of income and excise tax provisions
+ Preparation of supporting tax schedules to support income and excise tax provisions
+ Preparation of tax information for quarterly, semiannual, and annual financial statement reporting
+ Preparation of tax filings (extensions, federal income and excise and State tax filings)
+ Preparation of supporting tax schedules to support income and excise tax filings
+ Preparation of other miscellaneous tax filings (IRS Forms SS 4, W 9, 1099 MISC, FinCEN Forms 114 and 114a, etc.)
+ Preparation of calendar year mutual fund tax information for shareholder tax reporting
+ Preparation of ASC 740 10 (Uncertain Tax Positions) documentation and ASC 740 (Accounting for Income Taxes) documentation and footnote
+ Calculation of periodic and annual income and capital gain distributions and review of dividend memos
+ Work with the mutual fund's independent auditors in their review of income and excise tax provisions and tax information for the mutual fund's financial statement reporting
+ Review the work of Tax Interns and Tax Administrator and provide feedback/training
+ Other duties as assigned
**We're excited to talk with you if:**
+ You have completed a Bachelor's program in Accounting, Finance, or related field of study
+ Helped file tax returns for corporations or mutual fund clients over the last 3+ years
**Bonus Points if:**
+ You have a Master's in Accounting or Tax **OR**
+ You have a CPA license
**Compensation Range:**
$56,890.00 - $109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)
Check out the road to a career at UMB