Job details

Tax Administrator III

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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 to understand how we collect and use your personal information when you apply for employment with UMB.

Average salary estimate

$83080 / YEARLY (est.)

min

max

$56890K

$109270K

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What You Should Know About Tax Administrator III, UMB

Join the UMB family as a Tax Administrator III right in the heart of Milwaukee, WI! As part of our dedicated Registered Funds Team, you'll be at the forefront of providing top-notch accounting, tax, audit, and administrative services for mutual funds and collective trusts. This role is designed for individuals with a solid background in mutual fund or corporate tax accounting, and it’s an excellent opportunity to further your skills while enjoying a positive work-life balance. In your day-to-day, expect to dive into the preparation of income and excise tax provisions, supporting tax schedules, and various tax filings. Your contributions will resonate across the firm, as you’ll work closely with independent auditors and will even have the chance to guide and mentor less experienced team members. We’re looking for someone who holds a Bachelor’s in Accounting or Finance, along with three-plus years of experience in tax return filings for mutual funds or corporations. Bonus points if you have a Master’s in Accounting or a CPA license! With competitive benefits, a supportive environment, and the chance to make a difference, UMB is more than just a workplace; it’s a community you’ll be proud to be a part of. Ready to elevate your career and help shape the future of finance with us? Let’s talk!

Frequently Asked Questions (FAQs) for Tax Administrator III Role at UMB

What are the responsibilities of a Tax Administrator III at UMB?

As a Tax Administrator III at UMB, you will be responsible for preparing income and excise tax provisions, handling various tax filings including federal income and state tax filings, and working with independent auditors. You'll play a vital role in preparing supporting tax schedules, documentation for uncertain tax positions, as well as shareholder tax reporting, ensuring everything runs smoothly and efficiently.