Tax Associate II

UMB Bank

. Deliver tax services to Private Wealth Management clients, primarily lower value client segments .

Posted 11/1/2026full-timeUnited StatesMid-Level💰 $67,869 - $99,836 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering tax services to Private Wealth Management clients, with a strong focus on client relationship management, tax planning strategies, and compliance with financial regulations. Proficient in managing client tax activities and utilizing Salesforce CRM for effective data management.

Highest-signal resume keywords

Tax Planning StrategiesClient Relationship ManagementFinancial Services ExperienceCompliance KnowledgeSalesforce CRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Services DeliveryClient OnboardingData CollectionTax ProjectionsTax FilingsReport DevelopmentTax Best PracticesRegulatory Compliance

Soft Skills

Great CommunicatorStrong Interpersonal SkillsAttention to DetailHighly OrganizedComplex Problem Solving

Tools & Technologies

Salesforce CRM

Industry Keywords

Private Wealth ManagementFinancial ServicesClient EngagementOperational PolicyBusiness Risks

About the role

Key responsibilities & impact

Deliver tax services to Private Wealth Management clients, primarily lower value client segments
Serve as the main point of contact for clients and prospects
Collaborate with Senior Associates to resolve complex client tax issues and situations
Manage day-to-day client tax activities, including new client onboarding, data collection, reviews, projections, and filings
Contribute to planning, directing, and executing tax projects
Develop tax planning strategies for prospective clients and recommend appropriate additional services
Ensure positive client service experiences
Build and maintain client relationships for retention and engagement
Maintain and update Salesforce CRM and other software for tax activities
Maintain client paperwork and electronic data files
Understand clients’ overall business needs and identify value-added Private Wealth services
Review activities for sufficient controls to prevent tax return errors and misstatements
Ensure adherence to corporate policy, operational policy, and regulatory guidance
Perform other assigned duties

Requirements

What you’ll need

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 and ability to grasp the big picture
Highly organized and able to effectively multitask
Understanding of financial services and tax best practices
Ability to balance a client experience mindset when managing and controlling business risks
Ability to work independently while collaborating with others
Demonstrated experience with a wide range of client tax situations and inquiries
General knowledge of compliance rules, laws, and regulations
Report Development

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits