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Alternative Investment Tax Manager

U.S. Bank

Milwaukee, WI | Edison, US$112k – $131konsite

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About this role

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description Description The Fund Administration practice of U.S. Bank Global Fund Services, LLC provides value-added services to a robust and rapidly growing client base which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies.

In today’s complex and dynamic legal and regulatory environment, clients demand to be serviced by tax professionals who understand the industry, investments and client goals. USBFS tax professionals are seen as trusted advisors to clients and accounting firms to develop and implement innovative tax planning solutions that optimize tax strategies and positions, as well as identify and mitigate risk.

The Tax Manager is responsible for training and supervising work flow of the tax team members.  The Tax Manager will have the opportunity to work as part of a team to build and grow the practice by assisting with consulting and analysis projects, incorporating technology solutions to serve our rapidly-growing client base, and developing our tax professionals.

Key Responsibilities: • Demonstrate a depth and breadth of tax technical, procedural, and professional knowledge in the financial services industry, and use these to analyze issues and provide expert solutions to meet client needs.  • Manage multiple projects and competing priorities in a fast-paced, dynamic team environment. • Oversee workflow of Tax Team, providing timely, high-quality, value-driven tax compliance and consulting services that exceed client expectations.  • Effectively diagnose the tax needs of clients and provide innovative and cutting-edge tax planning solutions that optimize tax strategies and positions, as well as identify and mitigate client risk.  • Proactively communicate with clients, which may include providing industry updates regarding technical, regulatory, and compliance developments.  • Seek technological solutions to improve efficiency, mitigate risk, and improve client service. • Support and help initiate technological innovation.  • Assist business development efforts by contributing to proposals and identifying cross-selling opportunities within existing clients.  • Maintain solid professional networking contacts, fostering key client relationships and participating in industry or professional associations. • Provide team leadership through goal setting, career and professional development. • Help create and maintain a results-based team environment.  • Hire, develop, and retain quality personnel. • Motivate, mentor, influence, and inspire others to achieve their full potential.  • Create an environment where individuals feel empowered to take action and perform in a manner that contributes to the organization’s success. 

Basic Qualifications: • Bachelor's degree in accounting, finance or related field • CPA certified or candidate • Nine or more years of experience in Mutual Fund Administration or related field, i.e., public accounting

Preferred Skills: • Masters of taxation, LLM in taxation, JD or MBA a plus. • CPA certification is preferred • Minimum of eight years of progressive tax-related experience in the financial services industry. • Working knowledge of Microsoft Office products, including Excel. • Basic knowledge of GoSystems or other tax software required.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our  disability accommodations for applicants .

Benefits:   Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• 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 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the  E-Verify program .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00

U.S. Bank will consider qualified applicant

Salary insight

The midpoint of this range ($121k) is about 18% above the median disclosed salary for Milwaukee roles listed on ForgeApply ($103k across 26 jobs).

Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.

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