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Alternative Investment Tax Manager
Alternative Investment Tax Manager-April 2024
Milwaukee
Apr 1, 2026
About Alternative Investment Tax Manager

  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

  The Fund Administration practice of U.S. Bancorp Fund Services, LLC (USBFS) 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/Experience

  Masters of taxation, LLM in taxation, JD or MBA a plus

  Working knowledge of Microsoft Office products, including Excel

  Basic knowledge of GoSystems or other tax software

  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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

  Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.

  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 (some may vary based on role, location or hours):

  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

  EEO is the Law

  U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) EEO poster.

  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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .

  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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $128,435.00 - $151,100.00 - $166,210.00

  Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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