Tax Manager

U.S. Bank • Milwaukee, WI

9d • $98,175 - $115,500 • Hybrid

About The Position

U.S. Bank is hiring a Tax Manager to lead a team of compliance administrators supporting investment funds. The role oversees regulatory and financial statement filings, fund expenses, Board reporting, and compliance with state, federal, and SEC requirements. The Tax Manager serves as a primary contact for fund clients and regulatory agencies, handles requests and correspondence, coordinates fund activities and communications about fund operations, and works with service providers.

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 affecting the mutual fund industry and its clients.
• Ability to successfully 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 who monitor 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 the primary contact for correspondence with clients and regulatory agencies, responding to requests.
• Serve as a primary contact for fund clients, coordinating activities and communicating about fund operations and service providers.

Benefits

• Healthcare benefits, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation, from 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, subject to eligibility requirements.

What This Job Offers

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