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UMB Bank Tax Info Reporting Analyst-Corp Trust in Topeka, Kansas

Be part of something more.

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

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 opportunity . UMBers are known for having multiple careers here and having their voices heard.

The Corporate Tax area is responsible for staying up-to-date with tax law changes and their impact on UMB. They produce quality workpapers, supporting memos and documentation for tax returns and positions.

The Corporate Trust Tax Information Reporting Analyst is responsible for working with the Corporate Trust Tax Information Manager or other leaders to ensure compliance of U.S. tax information reporting/withholding and FATCA compliance program for Corporate Trust. Key job responsibilities include Assist with account setup and tax reporting within source system; Review system documentation to ensure accurate set up on tax reporting and withholding system; Preparation of reconciliation of Backup/NRA/FATCA withholding tax; Research and respond to inquiries from the admins surrounding information reporting and the OneSource 1099 software application; Monitor tax reporting timeline and admins 1099/1042-S approvals; Preparation of training materials and various internal procedures; Set up new users in source system and assist with password resets and system related issues.

UMB’s Corporate Tax team is about creating strong connections amongst its associates to develop and maintain a positive working experience. You are valued for who you are in a fun, professional setting. It is a smaller team collaborating and working together to ensure everyone is successful. Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Corporate Finance and beyond.

How you’ll spend your time:

  • You will utilize your customer service skills to assist with account setup and tax reporting within source system in order to meet client expectations

  • You will use attention to detail to research and respond to inquiries from the admins surrounding information reporting and the OneSource 1099 software application

  • You will utilize your time management skills to ensure the workflow is moving smoothly and assisting the team when necessary to achieve customer satisfaction

We’re excited to talk with you if:

  • You possess a Bachelor’s degree

  • You possess two (2) years of relevant experience (i.e. 1099/1042-S, W-9, W-8)

  • You have knowledge of IRS regulations and information reporting responsibilities of financial institutions

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 or call 816-860-7972 to let us know the nature of your request.

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.

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