Private Wealth Tax Associate II – Client-Focused, Hybrid

UMB Bank; Denver (CO); Hybride; USD 68 000 - 100 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Health coverage

HSA / FSA

Dependent care accounts

Adoption assistance

Employee assistance

Résumé du poste

UMB Bank in Denver, CO (Hybrid) is seeking a Tax Associate II to deliver tax services to Private Wealth Management clients, with a focus on servicing lower value client segments.

You will manage day-to-day client tax activities, onboarding, data collection, reviews, projections, and filings, collaborating with Senior Associates to resolve complex issues and develop planning strategies. Maintain client relationships and Salesforce CRM to ensure high-quality service.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• 3+ years of experience in Financial Services.
• Strong communication and interpersonal skills.
• Systems thinking and complex problem solving.
• Attention to detail with ability to grasp the big picture.
• Highly organized with multi-tasking capability.
• Knowledge of financial services and tax best practices; ability to wow clients.
• Balance client experience with business risk management.
• Ability to work independently and with others.

Responsabilités

• 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.
• Contribute to team efforts in planning, directing, and executing tax projects.
• Develop tax planning strategies for prospective clients and recommend additional services.
• Ensure clients have a positive service experience that exceeds expectations.
• Build and maintain client relationships for retention and engagement.
• Maintain Salesforce CRM and other software for all tax activities.
• Manage client paperwork and electronic data files.
• Understand client business needs and identify value-added services.
• Review activities for adequate controls to prevent errors.
• Ensure adherence to policies and regulatory guidance.
• Perform other duties as assigned.

Connaissances

Excellent communication

Systems thinking

Attention to detail

Highly organized

Independent work

Formation

Bachelor's degree

Description du poste

UMB Bank in Denver, CO (Hybrid) is seeking a Tax Associate II to deliver tax services to Private Wealth Management clients, with a focus on servicing lower value client segments.

You will manage day-to-day client tax activities, onboarding, data collection, reviews, projections, and filings, collaborating with Senior Associates to resolve complex issues and develop planning strategies. Maintain client relationships and Salesforce CRM to ensure high-quality service.