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.

How you will spend your time

• Monitor and resolve exception items to ensure resolution within acceptable

time frames

• Document/review workflow and procedures
• Manage and resolve year-end tax reporting deadlines, including the

preparation of forms 1042/945 for fund clients, and shareholder 1099 and 1042

S preparation/filings

• Process adjustments to cost basis reporting related to the 1099 and

corrections process

• Manage the annual fund reclassification processes
• Lead the team in streamlining reporting and withholding processes as well as

remediation tasks

• Manage outside vendor relationships
• Review invoices received from outside vendors and reconcile back to tax form

production

• Lead projects which include designing and testing of new systems and

programs, the converting or de-converting of clients

• Ability to partner with other departments
• Ability to manage and maintain partnerships with outside vendors as it

relates to tax form processing

• Act as back up to department manager

We’re excited to talk with you if

• Bachelor's Degree
• Financial services industry 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. 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 [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]

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