U.S. Bank · 23 hours ago
Mutual Fund Tax Supervisor
Milwaukee, WI
Full-time
Hybrid
Senior Level, Lead/Staff
$86K/yr - $102K/yr
8+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a Mutual Fund Tax Supervisor responsible for managing RIC tax work, reviewing tax documents, and leading a team while ensuring compliance with client timelines and deliverables.
BankingFinancial ServicesInsuranceMortgageWealth Management
No H1B
Responsibilities
Manage day-to-day RIC tax work, client timelines, and deliverable dates
Review tax work including:
Fiscal year-end tax provisions
Excise year-end tax provisions and determine excise distribution requirements
Forms 1120-RIC, 8613, and state filings
ICI Primary and FBAR reporting
Serve as the primary contact for client correspondence, regulatory agencies, and auditors
Routinely handle assigned client calls and communications
Lead and develop a team of 1–3 direct reports; mentor tax technical skills for grade levels 10, 11, and 12
Address tax technical issues and escalate matters to the tax director when appropriate
Contribute to tax policies and procedures; advocate for process improvements
Participate in tax team audits and training initiatives; conduct team trainings
Evaluate team controls, procedures, and processes for continuous improvement
Demonstrate strong communication and writing skills, problem-solving abilities, and a solution-oriented approach
Qualification
Required
Bachelor's degree in accounting or finance, or equivalent work experience
Eight or more years of related work experience
Preferred
Ideally 5–8+ years of RIC tax experience
Thorough knowledge of operational issues involving mutual funds
Advanced understanding of legal, regulatory, and accounting principles impacting the mutual fund industry
Ability to successfully coordinate and follow through on short- and long-term projects
Excellent verbal and written communication skills
Proficiency in PC applications
Proven relationship-building skills
Strong tax technical foundation, risk identification, and resolution skills
Positive attitude and ability to foster respect among peers
Benefits
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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