Tax Associate II - Private Wealth Client Advisor

UMB Bank; Overland Park (KS); On-site; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Dental and vision insurance

Job summary

UMB Bank's Private Wealth Management division seeks a Tax Associate II to deliver tax services to clients, focusing on lower value client segments. You will serve as the main point of contact for clients, collaborate with senior associates, and manage day-to-day client tax activities including onboarding, data collection, reviews and filings.

You will develop tax planning strategies, improve client experience, maintain client relationships, update Salesforce CRM, and identify value-added

Qualifications

• Bachelor’s degree in relevant field or combination of education and experience.
• 3+ years of applicable experience within Financial Services.
• Strong communication and interpersonal abilities.
• Ability to manage multiple client tax activities with attention to detail.

Responsibilities

• Serve as the main point of contact for clients and prospects.
• Collaborate with Senior Associates on complex 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 for all relationships.

Skills

Great communicator

Interpersonal skills

Systems thinking

Attention to detail

Highly organized

Independent working style

Education

Bachelor’s degree in relevant field

Tools

Salesforce CRM

Job description

UMB Bank's Private Wealth Management division seeks a Tax Associate II to deliver tax services to clients, focusing on lower value client segments. You will serve as the main point of contact for clients, collaborate with senior associates, and manage day-to-day client tax activities including onboarding, data collection, reviews and filings.

You will develop tax planning strategies, improve client experience, maintain client relationships, update Salesforce CRM, and identify value-added