Tax Associate II

UMB Financial Corporation; Overland Park (KS); Sur place; USD 68 000 - 100 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Paid time off

Medical, dental, vision insurance

Health savings account

Tuition reimbursement

Wellbeing program

Résumé du poste

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

You will develop tax planning strategies, advise on additional services, and ensure a high-quality client experience.

Qualifications

• It requires a bachelor's degree or equivalent experience in a relevant field.
• Minimum 3+ years of financial services experience.
• Strong communication and interpersonal skills with attention to detail.
• Ability to work independently and collaboratively.
• Understanding of tax and financial services practices.

Responsabilités

• Serve as the main point of contact for clients and prospects.
• 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 and electronic data files.
• Review activities for internal controls and ensure policy compliance.
• Collaborate with Senior Associates on tax projects and client relations.
• Identify value-added services based on client needs.

Connaissances

3+ years of experience

strong interpersonal skills

systems thinking

complex problem solving

attention to detail

highly organized

client relationship management

independent work

Formation

Bachelor's degree

Outils

Salesforce CRM

Description du poste

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 an 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

This position was posted on 11/01/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$67,869 - $99,836 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.

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