- UMB Bank (Milwaukee, WI)
- … tax , audit, and administrative services for mutual funds and collective trusts. As the ** Tax Administrator III ** , you will help prepare taxes on a given ... the mutual fund's financial statement reporting + Review the work of Tax Interns and Tax Administrator and provide feedback/training + Other duties as… more
- UMB Bank (Milwaukee, WI)
- …independently and a team-oriented environment to collectively service clients. As the **Fund Administrator III ,** you will have a mix of preparation and review ... team** of UMB works with clients to provide accounting, tax , audit, and administrative services for mutual funds and...you will spend your time:** + Coordinate with Lead Administrator and client's external auditor to audit financial statements… more
- UMB Bank (Milwaukee, WI)
- The **Registered Funds team** of UMB works with clients to provide accounting, tax , audit, and administrative services for mutual funds and collective trusts. The ... **Fund Administrator team** works both independently and a team-oriented environment...of a group of Fund Administrators (I, II and III ). Reviewing responsibilities primarily includes financial statements, board materials,… more
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