UMB Financial Corporation Jobs

The Corporate Tax team is essential to the success of UMB. This team works to increase shareholder value by minimizing the corporate tax burden and maintaining compliance with the tax laws. We are an “in-house” tax department that will utilize outside specialists when needed. We love tax, love problem solving, and take the time to learn and educate others.

Working in the Corporate Tax team at UMB can be fun and collaborative. We are a close-knit team of associates that work together and support one another. We take the time to educate ourselves on issues and stay up to date with tax law changes and their impact on UMB. We produce quality workpapers, supporting memos and documentation for tax re‐ turns and positions. Our department meetings are collaborative and a place where we engage in tax discussions to learn from each other.

As the IRW Tax Compliance Manager you will be responsible for working with business partners or other leaders to ensure compliance of U.S. tax information reporting and FATCA compliance program for the Company.

How you’ll spend your time:

• Manage tax form validation process using validation platform and tax form workflow tool

• Review and monitor changes in forms, rules and requirements and ensure implementation of those changes

• Manage and support line of business with tax form validation process

• Review and approve Form W-8/CRS validations

• Manage annual GIIN verification

• Manage re-solicitation of tax forms

• Assist with tax reporting for annual information tax return process (e.g., 1099, 1042-S)

• Research and respond Form W-8/CRS inquiries

• Provide Form W-8 training to business and operations divisions

• Provide guidance relating to account setup and tax reporting within source system

• Participate in special projects or enhancements as assigned

• Assist with audits (internal, external and regulatory) surrounding Form W-8 and 1042-S

We’re excited to talk with you if:

• You possess a Bachelor’s Degree in Accounting, Tax or Finance with 4 years relevant experience (i.e. 1099/1042-s, W-9, W-8) OR

• You have any combination of education and experience that would provide an equivalent background

Bonus Points if:

• You possess a Master’s degree in Accounting, Tax or Business

• You possess a Juris Doctor degree

• You have 2 years of experience with a Big 4 public accounting firm

• You have a CPA designation

• You have experience using a tax form validator tool

Compensation Range:

Minimum: $69,230.00 - Maximum: $179,300.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

Check out the road to a career at UMB