Tax Accountant I - Alt. Inv.

The Tax Accounting Alternative Investments team prepares tax workpapers, returns, and necessary tax filings for our alternative investment fund clients. Most of this team’s clients are also fund accounting clients who come to UMB to get our full service offering. This group is a growing team that continues to add to our client portfolio.

The Tax Accountant I-Alternative Investments role supports UMB by gathering and tracking client tax documents, creating initial tax returns, and corresponding with clients as needed. In this role you will have the opportunity to grow professionally, learning more complex tasks and software capabilities, increasing client contact, and ultimately training and reviewing peer’s work. The world of tax is always changing, and this team works closely together to grow right along with it!

Working in the Tax Accounting team at UMB can be fun, challenging, interesting and empowering. We are very team oriented and have a lot of fun together. We challenge one another and celebrate each other’s successes. Our focus is on the well-being of our associates and the satisfaction of our clients. There are deadlines we rally around as a team and we rely on our shared expertise to accomplish our goals. We enjoy being part of a work family and many of our associates get together for intermural sports and various community service projects throughout the year.

How you’ll spend your time:

• You will communicate with clients through phone and e-mail to ensure all necessary tax documents have been received.
• You will operate Excel and UMB Systems to input tax documents and prepare tax returns.
• You will distribute tax documents to client investors for their use in individual tax return preparations.

We’re excited to talk with you if:

• You have a bachelor’s degree in accounting or finance
• You are an organized individual who works well as part of a team and thrives in a detailed and deadline driven environment

Compensation Range:

$38,910.00 - $75,080.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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.

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