Tax Associate II

As the Tax Associate II, you will deliver tax services to Private Wealth Management clients with a primary focus on servicing lower value client segments.

How you will spend your time:  

• Serve as the main point of contact for clients and prospects.
• Works collaboratively with Senior Associates on team to resolve complex client tax issues and situations.
• Responsible for managing day-to-day client tax activities, including new client onboarding, data collection, reviews, projections, and filings.
• Responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively.
• Develop tax planning strategies for prospective clients and make general recommendations for appropriate additional services.
• Ensure clients have a positive service experience that always exceeds their expectations.
• Build and maintain client relationships aimed at client retention and engagement.
• Maintain and update Salesforce CRM and other software for all tax activities.
• Maintain client paperwork and electronic data files for all client relationships.
• Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide.
• Review activities within the job scope for sufficient controls to prevent errors and misstatements of tax returns.
• Ensure adherence to corporate policy, operational policy, and regulatory guidance.
• Other duties assigned

We are excited to talk with you if:  

•  Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
• 3+ years of applicable experience within Financial Services
• Great communicator with strong interpersonal skills
• Systems thinking and complex problem solving.
• Attention to detail, yet ability to grasp big picture.
• Highly organized and can effectively multi-task
• Understanding of financial services and tax best practices, having a knack for generating “wow” moments for clients
• Able to balance a client experience mindset when managing and controlling business risks.
• Ability to work independently, collaborating with others to accomplish client objectives.  

Bonus Points if you have experience with: 

• Demonstrated experience with a wide range of client tax situations and inquiries.·      
• General knowledge of compliance rules, laws, and regulations·   
• Report Development
   

Compensation Range:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

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