Tax Information Reporting Analyst

The Corporate Tax team is essential to the success of UMB. This team works to increase shareholder value by minimizing the corporate tax burden and maintaining compliance with the tax laws. We are an “in-house” tax department that will utilize outside specialists when needed. We love tax, love problem solving, and take the time to learn and educate others.

Working in the Corporate Tax team at UMB can be fun and collaborative. We are a close-knit team of associates that work together and support one another. We take the time to educate ourselves on issues and stay up to date with tax law changes and their impact on UMB. We produce quality workpapers, supporting memos and documentation for tax re‐ turns and positions. Our department meetings are collaborative and a place where we engage in tax discussions to learn from each other. 

As the Tax Information Reporting Analyst, you will be responsible for working with business partners and other leaders to ensure compliance of U.S. tax information reporting and FATCA compliance program for the Company. 

How you’ll spend your time:

• Review and validate tax forms (W,8, W-9), FATCA, and CRS certificates
• Assist with re-solicitation of tax forms
• Assist with tax reporting for annual information tax return process (e.g., 1099, 1042-S)
• Research and respond to inquiries regarding Form W-8 validations and validation support systems which include TAINA tax form validation platform and IBM BAW W-8 workflow tool
• Prepare training materials and various internal procedures
• Remain current on tax information reporting issues

We’re excited to talk with you if:

• You possess a Bachelor’s Degree in Accounting, Tax or Finance with 2 years relevant experience (i.e. 1099/1042-s, W-9, W-8, banking/payment operations) OR
• You have any combination of education and experience that would provide an equivalent background

Bonus Points if:

• You have experience in the financial service industry

Compensation Range:

Minimum: $51,480.00 - Maximum: $119,200.00

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.

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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