Top 25 Tax analyst Jobs in Milwaukee Wi

Tax-Retirement Analyst III
UMB Financial Corporation —Milwaukee, WI
- $51,480 - $90,760 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Payroll Tax Analyst
Regal Rexnord —Milwaukee, WI
- Online Application
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- AD&D insurance
Sr Tax Analyst
Molson Coors Brewing Company —Milwaukee, WI
- $83,200 - $109,200 a year
- Hybrid work
- CPA
- Customer service
- Office
- Wellness program
- Paid holidays
Staff Accountant
Liphatech —Milwaukee, WI
- Full-time
- Background check
- Microsoft Outlook
- Basic math
- Disability insurance
- Health insurance
Quick Apply
10h
Senior Income Tax Analyst
KOHLS —Menomonee Falls, WI
- CPA
- Research
- Mid-level
Sr. Tax Technology & Automation Analyst
Komatsu Mining Corp. —Milwaukee, WI
- $78,500 - $98,100 a year
- Hybrid work
- Computer Science
- 5 years
- ERP systems
- Health savings account
- Disability insurance
Quick Apply
Senior Tax Analyst
Brookdale Senior Living Inc. —Milwaukee, WI
- $65,660 - $83,640 a year
- Nights as needed
- Remote
- Microsoft Word
- CPA
- Research
- Health savings account
- Paid holidays
Quick Apply
Data Analyst
MLG Capital —Brookfield, WI
- Full-time
- Mid-level
- Office
- Ability to sit for extended periods
Quick Apply
Credit Analyst - Electrical Parts Distribution
Viking Electric —Milwaukee, WI
- $22.50 - $30.00 an hour
- Full-time
- Mid-level
- Office
- Finance
- Wellness program
- Paid parental leave
7d
Financial Analyst
Modine Manufacturing Company —Racine, WI
- Hybrid work
- Microsoft Outlook
- Mid-level
- Finance
- Paid parental leave
- Health savings account
Payroll Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Financial Reporting & Compliance Analyst
Regal Holdings —Milwaukee, WI
- CPA
- ERP systems
- Mid-level
Quick Apply
PIC/Reporting Analyst
CVR Associates Inc. —Milwaukee, WI
- $25.00 - $28.56 an hour
- Full-time
- Management
- Mid-level
- 3 years
Quick Apply
1d
Tax Manager/Sr. Manager - Brookfield Office
Lucida Tax and Accounting Solutions —Brookfield, WI
- $97,000 - $187,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid time off
- Flextime
Quick Apply
Senior Accountant - CAS
Lucida Tax and Accounting Solutions —Waukesha, WI
- $65,000 - $96,000 a year
- Full-time
- Office
- Bachelor's degree
- GAAP
- Health insurance
- Dental insurance
Quick Apply
Tax Manager/Sr. Manager - Mequon Office
Lucida Tax and Accounting Solutions —Mequon, WI
- $97,000 - $187,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid time off
- Flextime
Quick Apply

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Tax-Retirement Analyst III

UMB Financial Corporation -
Milwaukee, WI

Apply Now

Job Details

Full-time
$51,480 - $90,760 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Employee assistance program
Vision insurance
401(k) matching
Gym membership

Qualifications

Vendor relationship building

Full Job Description

The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.

As the Tax-Retirement Analyst III, you will assist in training and act as mentor for associates in Tax and Retirement Analyst I and II positions. You will review the work of Tax and Retirement Analyst I associates for accuracy and completeness while providing constructive feedback and represent the Tax Department within the transfer agency on conversions, fund startups and regulatory projects.

How you will spend your time:

Monitor and resolve exception items to ensure resolution within acceptable time frames
Document/review workflow and procedures
Manage and resolve year-end tax reporting deadlines, including the preparation of forms 1042/945 for fund clients, and shareholder 1099 and 1042 S preparation/filings
Process adjustments to cost basis reporting related to the 1099 and corrections process
Manage the annual fund reclassification processes
Lead the team in streamlining reporting and withholding processes as well as remediation tasks
Manage outside vendor relationships
Review invoices received from outside vendors and reconcile back to tax form production
Lead projects which include designing and testing of new systems and programs, the converting or de-converting of clients
Ability to partner with other departments
Ability to manage and maintain partnerships with outside vendors as it relates to tax form processing
Act as back up to department manager

We’re excited to talk with you if:

Bachelor's Degree
Financial services industry experience in either an Operations or Tax related capacity.
Knowledge of mutual funds and alternative investments products as related to 1099 reporting
Knowledge of IRA transaction processing and Federal and State withholding rules, or 1099 reporting requirements including cost basis calculations
Knowledge of mutual funds and alternative investments products as related to 1099 reporting

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$62,310 - $90,760

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$56,890 - $83,080

US Employees in all other states not listed above:

$51,480 - $75,410

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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 [email protected] 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.

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Refine Your Search

tax analyst jobs in milwaukee wi

Tax-Retirement Analyst III

Payroll Tax Analyst

Sr Tax Analyst

Staff Accountant

Senior Income Tax Analyst

Sr. Tax Technology & Automation Analyst

Senior Tax Analyst

Data Analyst

Credit Analyst - Electrical Parts Distribution

Financial Analyst

Payroll Analyst

Financial Reporting & Compliance Analyst

PIC/Reporting Analyst

Tax Manager/Sr. Manager - Brookfield Office

Senior Accountant - CAS

Tax Manager/Sr. Manager - Mequon Office

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