Tax Accounting Specialist - Internship

UMB Financial Corporation; Ogden (UT); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

annual incentive pay

paid holidays

medical, dental, vision insurance

Job summary

UMB Financial Corporation in Utah is offering a full-time Tax Accounting Specialist internship within the Alternative Investments team. You will gain real-world experience handling client tax documents, creating initial tax returns, and corresponding with clients as needed.

The role focuses on learning tax accounting functions and principles while collaborating with an experienced team. You’ll work with Excel and UMB Systems to input documents, support deadlines, and help deliver accurate

Qualifications

• Two years of undergraduate study in a business-related field (or equivalent).
• Organized and detail-oriented with strong teamwork skills.
• Able to work in a deadline-driven environment and communicate with clients.

Responsibilities

• Communicate with clients via phone and e-mail to obtain all required tax documents.
• Use Excel and UMB Systems to input documents and prepare tax returns.
• Distribute tax documents to client investors for their use in individual tax return preparations.

Skills

Client communication

Team player

Detail oriented

Education

Two years undergraduate business-related studies

Tools

Excel

UMB Systems

Job description

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 opportunity. UMBers are known for having multiple careers here and having their voices heard.

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 Accounting Specialist role supports UMB by handling an increasing level of responsibility within our Tax Accounting Alternative Investments team, all surrounding the gathering and tracking of client tax documents, creating of initial tax returns, and corresponding with clients as needed.

This role is designed to be a full-time internship where you will gain real world experience and contribute valuable work. This role can run for a full year from January through December, or if a full year internship is not possible UMB may consider candidates for the spring time of January through April.

In this role you can expect to learn and master many different tax accounting functions and principles all while working with an experienced and fun team! 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 completed at least two years in an undergraduate program in a business related field.
• You are an organized individual who works well as part of a team and thrives in a detailed and deadline driven environment.

This position was posted on 09/16/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $33,786 - $49,698 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.

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 [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision Check out the road to a career at UMB