Tax Manager

U.S. Bank • Milwaukee, WI

7d • Hybrid

About The Position

The Tax Manager leads a team of compliance administrators supporting investment funds. The role oversees regulatory and financial statement filings, fund expenses, reporting to fund Boards of Directors, and compliance with applicable state and federal laws and regulatory requirements, including SEC requirements. The manager serves as a primary contact for fund clients and regulatory agencies, responding to requests and coordinating fund operations, communications, and service providers. The role requires working from a U.S. Bank location three or more days per week.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• CPA certified or a CPA candidate.
• Eight or more years of experience in Mutual Fund Administration or a related field, such as public accounting.

Nice To Haves

• Thorough knowledge of operational issues involving mutual funds.
• Advanced knowledge and understanding of legal, regulatory, and accounting principles that affect the mutual fund industry and its clients.
• Ability to coordinate and follow through on short- and long-term projects.
• Excellent verbal and written communication skills.
• Thorough knowledge of PC applications.
• Proven relationship-building skills.

Responsibilities

• Lead a team of compliance administrators responsible for monitoring compliance programs.
• Oversee SEC regulatory and financial statement filings.
• Manage fund expenses.
• Provide reporting to funds’ Boards of Directors.
• Ensure activities meet state and federal legal and regulatory requirements.
• Serve as a primary contact for correspondence with clients and regulatory agencies and respond to requests.
• Coordinate activities and communicate fund operations and service-provider matters with fund clients.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability.
• Pregnancy disability and parental leave.
• 401(k) and an employer-funded retirement plan.
• Paid vacation of two to five weeks, depending on salary grade and tenure.
• Up to 11 paid holiday opportunities.
• Adoption assistance.
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Incentive and recognition programs.
• Equity stock purchase.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager