Hybrid Tax Associate II — Private Wealth Client Advisor

UMB Financial Corporation; Overland Park (KS); Hybrid; USD 68.000 - 100.000; Vollzeit

Benefits dieser Stelle

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Zusammenfassung

UMB Financial Corporation seeks a Tax Associate II to deliver tax services to Private Wealth Management clients, focusing on lower value client segments. You will serve as the main contact for clients, collaborating with Senior Associates to resolve complex tax issues and manage onboarding, data collection, reviews, projections, and filings.

You will develop tax planning strategies, maintain Salesforce CRM and client files, ensure controls and compliance, and help identify value-added services

Qualifikationen

• Bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background.
• 3+ years of applicable experience within Financial Services.
• Strong interpersonal and communication skills.
• Detail-oriented with ability to grasp big picture.
• Knowledge of tax best practices, ability to generate value for clients.

Aufgaben

• Serve as the main point of contact for clients and prospects.
• Collaborate with Senior Associates to resolve complex client tax issues.
• Manage day-to-day client tax activities including onboarding, data collection, reviews, projections, and filings.
• Develop tax planning strategies and recommend additional services.
• Maintain Salesforce CRM and client paperwork; ensure proper documentation.

Kenntnisse

Client relations

Tax knowledge

Communication skills

Attention to detail

Salesforce CRM

Team collaboration

Ausbildung

Bachelor’s degree in accounting/finance or related field

Tools

Salesforce CRM

Jobbeschreibung

UMB Financial Corporation seeks a Tax Associate II to deliver tax services to Private Wealth Management clients, focusing on lower value client segments. You will serve as the main contact for clients, collaborating with Senior Associates to resolve complex tax issues and manage onboarding, data collection, reviews, projections, and filings.

You will develop tax planning strategies, maintain Salesforce CRM and client files, ensure controls and compliance, and help identify value-added services