Manager of Tax Accounting

The Registered Funds Team of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts

As the Manager of Tax Accounting, you perform the final review of all tax work-papers and filings previously reviewed by up to two Lead Tax Accountants, as well as oversee the daily, weekly, and monthly activities of a tax accounting team consisting of individuals varying in skill levels from entry level to lead level accountant.

How you will spend your time:

• Responsible for management and mentoring of team personnel.
• Provides technical, industry and client specific training and acts as a subject matter resource on mutual fund industry tax issues.
• Performs review of tax provisions and returns.
• Manages associate time, salary, and performance records; initiates changes of assignments, salary increases, conducts performance appraisals and management activities, and recommends staffing changes.
• Advises client regarding effects of business activities on taxes.
• Ensures that client is informed of tax reporting requirements.
• Acts as a client resource by researching and analyzing of a wide range of tax issues related to business transactions and tax implications of various fund clients including tax planning responsibilities.

• Actively contributes ideas to enhance departmental functions and strengthen policies and procedures.
• Develop and maintain a strong relationship with the clients and other professional firms (auditors) with whom the clients conduct business.
• Oversees tax filings (extensions, federal income, excise, and state tax filings). Ensures that all tax filings are accurately prepared and oversees their timely and accurate filing.
• Reviews all necessary supporting tax schedules (such as securities analysis, PFIC and foreign currency analysis, etc.).
• Respond to questions from clients, clients’ independent public accountants, co-workers, and Management.
• Other duties as assigned.

 We’re excited to talk with you if:

• Bachelor’s Degree in Accounting or Finance.
• Seven (7) years of tax accounting experience within the Investment industry.

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.

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