UMB Bank Tax Info Reporting Analyst in Kansas City, Missouri

What You'll Do:

The Tax Information Reporting Analyst is responsible for working with the Tax Information Manager or other leaders to ensure compliance of U.S. tax information reporting and withholding rules and regulations for all of UMB's LOB's, as well as providing tax training and support to LOB's.

Key job responsibilities include:

  • Review, validate and processing Forms W-8.

  • Assist with annual information tax return (e.g. 1098, 1099, 1042-S) processing.

  • Preparation of the Annual Forms 945 and 1042.

  • Remittance and reconciliation of withholding tax to the IRS.

  • Review new tax legislation related to information reporting and withholding.

  • Perform reviews of internal tax policy and procedures for information reporting.

  • Research and respond to inquiries from the LOB's surrounding information reporting and OneSource Tax Information Reporting (1099) software application.

  • Assist in audits (internal, external and regulatory) surrounding information reporting issues.

  • Coordinate and respond to IRS proposed penalties.

In this Role, You will Need:

  • Demonstrates ability to self-start and the willingness to learn new skills

  • Proven organization skills with critical attention to detail

  • Demonstrated analytical and problem-solving skills

  • Strong written and verbal communication skills with the ability to interact with business partners

  • A reputation and commitment to the highest standards of integrity and ethics

  • Outstanding customer service skills, willing to work with a team as well as in an individual/leadership capacity

  • Knowledge of IRS regulations and reporting responsibilities of financial institutions

  • Ability to monitor, analyze and interpret complex federal and state tax laws

  • Proficient in Microsoft Office applications (Excel, Word, and PowerPoint)

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.


We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Preferred Requirements:

  • Master's degree in Accounting, Tax or Business or Juris Doctorate

  • 2 years Big 4 public accounting experience

  • CPA designation

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Who You Are:

  • Bachelor's degree in Accounting or Taxation from an accredited college/university

  • 2 years relevant tax experience

Job Title:

Tax Information Reporting Analyst

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Chief Financial Officer

Requisition Number:



1010 Grand Blvd


Kansas City


Full Time