Tax-Retirement Analyst III

The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the Tax-Retirement Analyst III, you will assist in training and act as mentor for associates in Tax and Retirement Analyst I and II positions. You will review the work of Tax and Retirement Analyst I associates for accuracy and completeness while providing constructive feedback and represent the Tax Department within the transfer agency on conversions, fund startups and regulatory projects.

###experience### in either an Operations or Tax related capacity. Knowledge of mutual funds and alternative investments products as related to 1099 reporting Knowledge of IRA transaction processing and Federal and State withholding rules, or 1099 reporting

###requirements### including cost basis calculations Knowledge of mutual funds and alternative investments products as related to 1099 reporting Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $62,310 - $90,760 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $56,890 - $83,080 US Employees in all other states not listed above: $51,480 - $75,410 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location,

###experience### level, and other job-related factors. 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.

###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 to understand how we collect and use your personal information when you apply for employment with UMB.

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