Tax Associate II: Private Wealth Client Advisor

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

Benefits dieser Stelle

401(k) matching

Paid time off

Medical, dental, vision insurance

Health savings account

Tuition reimbursement

Wellbeing program

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

3+ years of experience

strong interpersonal skills

systems thinking

complex problem solving

attention to detail

highly organized

client relationship management

independent work

Ausbildung

Bachelor's degree

Tools

Salesforce CRM

Jobbeschreibung

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.