Jobs
>
Milwaukee

    Manager of Tax Accounting - Milwaukee, United States - UMB Financial Corporation

    Default job background
    Description

    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 Manager of Tax Accounting, you perform the final review of all tax work-papers and filings previously reviewed by up to two Lead Tax Accountants, as well as oversee the daily, weekly, and monthly activities of a tax accounting team consisting of individuals varying in skill levels from entry level to lead level accountant.

    How you will spend your time:

    • Responsible for management and mentoring of team personnel.
    • Provides technical, industry and client specific training and acts as a subject matter resource on mutual fund industry tax issues.
    • Performs review of tax provisions and returns.
    • Manages associate time, salary, and performance records; initiates changes of assignments, salary increases, conducts performance appraisals and management activities, and recommends staffing changes.
    • Advises client regarding effects of business activities on taxes.
    • Ensures that client is informed of tax reporting requirements.
    • Acts as a client resource by researching and analyzing of a wide range of tax issues related to business transactions and tax implications of various fund clients including tax planning responsibilities.
    • Actively contributes ideas to enhance departmental functions and strengthen policies and procedures.
    • Develop and maintain a strong relationship with the clients and other professional firms (auditors) with whom the clients conduct business.
    • Oversees tax filings (extensions, federal income, excise, and state tax filings). Ensures that all tax filings are accurately prepared and oversees their timely and accurate filing.
    • Reviews all necessary supporting tax schedules (such as securities analysis, PFIC and foreign currency analysis, etc.).
    • Respond to questions from clients, clients' independent public accountants, co-workers, and Management.
    • Other duties as assigned.
    We're excited to talk with you if:
    • Bachelor's Degree in Accounting or Finance.
    • Seven (7) years of tax accounting experience within the Investment industry.
    Compensation Range:
    Minimum: $69, Maximum: $179,300.00

    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 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.

  • Randstad

    tax accountant

    1 week ago


    Randstad Milwaukee, United States

    tax accountant. milwaukee , wisconsin posted april 18, 2024 job details summary $ $31.25 per hour temporary bachelor degree category management occupations referenceAB_ job details Hey Are you interested in advancing your career with one of the oldest and largest Financial Instit ...

  • Randstad

    Tax accountant

    3 weeks ago


    Randstad Milwaukee, United States

    Hey Are you interested in advancing your career with one of the oldest and largest Financial Institutions in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring Job Description: HYBRID, 1 DAY PER WEEK. Key Responsibilities: · •Research t ...

  • Brookdale Senior Living

    Tax Accountant

    3 days ago


    Brookdale Senior Living Milwaukee, United States

    Tax Accountant · Overview · Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity · ~Local Remote Position: To be considered you MUST live in the greater Milwaukee area, but you will work from home~ · Make Lives Better Including Your Own. · If you want t ...

  • Pyramid Consulting

    Tax Accountant

    3 weeks ago


    Pyramid Consulting Milwaukee, United States

    Immediate need for a talented Tax Accountant. This is a 09+ Months Contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid). Please review the job description below and contact me ASAP if you are interested. · Job ID: · Pay Range: $31.25/hour. Emp ...

  • Brookdale Senior Living

    Tax Accountant

    1 week ago


    Brookdale Senior Living Milwaukee, United States

    Overview · Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity · ~ Local Remote Position : To be considered you MUST live in the greater Milwaukee area, but you will work from home~ · Make Lives Better Including Your Own. · If you want to work in a ...


  • Metz & Associates PLLC Milwaukee, United States

    Job Description · Job DescriptionVoted Accounting Today's Top Firms to Work For and Phoenix Business Journal's Best Places to Work · To our next Tax & Accounting Manager, · In support of our continuing firm expansion, we have initiated a search for an experienced tax & accounting ...

  • Brilliant Financial Search - IL

    Senior Tax Accountant

    2 weeks ago


    Brilliant Financial Search - IL Milwaukee, United States

    Job Description · Job DescriptionSenior Tax Accountant - Public | REMOTE* | $80k - $100k + Bonus DOE/Location · *Remote Work - You must live within a commutable distance to Milwaukee (surrounding states) to make occasional trips to the office for company wide meetings, etc. · We ...


  • Jobot Milwaukee, United States

    Job Description · Job DescriptionSenior Tax Accountant needed for the oldest registered CPA firm in Wisconsin Great team, compensation, and benefits · This Jobot Job is hosted by: Kyle Beard · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your res ...


  • Operose Partners Milwaukee, United States

    Senior Tax Accountant · Operose Advisors LLC is a Wisconsin-based investment adviser that provides small/mid-market clients with access to institutional quality investment advisory and consulting services. Operose delivers an institutional approach to individuals, families and f ...


  • Wipfli Milwaukee, United States

    Referral Details: · We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: · After you've completed this referral form, your recommended candidate will be directed to a ...

  • Swipejobs

    Tax Account Associate

    3 weeks ago


    Swipejobs Milwaukee, United States

    Job Description · Job DescriptionApply Today, Work Today · Weekly Pay · Job Description: · Responsible for the maintenance of tax records and the preparation of tax returns and related reports for an assigned area. · Files federal, state, or local tax returns. Develops and mainta ...


  • Brilliant Financial Search - IL Milwaukee, United States

    Job Description · Job Description · Senior Tax Accountant - Public | REMOTE* | $80k - $100k + Bonus DOE/Location · *Remote Work - You must live within a commutable distance to Milwaukee (surrounding states) to make occasional trips to the office for company wide meetings, etc. ...


  • AMS Staffing, Inc. Milwaukee, United States

    Job Description · Job DescriptionPlease send your resume in Word format if you are interested in a Director of Accounting & Tax opening located in Milwaukee, WI Salary for this role is going to be in the $180K-$220K range + bonus potential and AMAZING benefits. If you are not int ...


  • KForce Milwaukee, WI, United States

    Kforce has a client in the Downtown Milwaukee, WI area that is looking for a Director of Accounting and Tax. This role will be responsible for all accounting, payroll, compensation, tax, and accounting functions of the organization and all their locations. This position reports t ...


  • beBee Handyman Grapeview, WA, United States Freelance

    I am in need of a Management service in Grapeview, WA with the following characteristics:What type of management service is needed? · Administrative, accounting, tax and/or tax-related (taxes, income, etc.) · Type of management service contract · Ongoing consultancy (monthly or q ...


  • Wipfli Milwaukee, United States Full time

    At Wipfli, people count · The way you think makes you different. At Wipfli, we embrace that. · Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. · We're also ...


  • Wipfli Milwaukee, United States Full time

    At Wipfli, people count · The way you think makes you different. At Wipfli, we embrace that. · Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. · We're also ...


  • Jobot Milwaukee, WI, United States

    Senior Tax Accountant - Hybrid - Milwaukee · This Jobot Job is hosted by: Our client is a well-established and respected CPA firm out of the Milwaukee area and for over 60 years, they have been taking a hands-on approach to advising businesses, nonprofits, individuals and trusts ...


  • Jobs for Humanity Milwaukee, United States

    Company Description · Jobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. · Company Name: FIS Global · Job Description · Position Type : · Full time · Type Of Hire : ...


  • Quarles & Brady LLP Milwaukee, United States

    **Responsibilities/Duties**: · **Accounting & Reporting Systems** · - Provide overall direction and supervision of the general accounting, client accounting and fiduciary accounting operations for all of the Firm's locations. · - Control the preparation of the Firm's financial an ...