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Tax Information Reporting and Compliance Specialist

2 months ago

Kansas City, Missouri, United States UMB Bank Full time
About the Role

The Corporate Tax team at UMB Bank plays a vital role in the company's success. As a key member of this team, you will be responsible for ensuring compliance with tax laws and regulations.

Key Responsibilities
  • Manage tax form validation processes using a validation platform and tax form workflow tool
  • Review and monitor changes in tax forms, rules, and requirements, and ensure implementation of those changes
  • Support line of business with tax form validation processes
  • 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 to 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 systems
  • Participate in special projects or enhancements as assigned
  • Assist with audits (internal, external, and regulatory) surrounding Form W-8 and 1042-S
Requirements
  • Bachelor's Degree in Accounting, Tax, or Finance with 4 years of relevant experience (e.g., 1099/1042-s, W-9, W-8)
  • Any combination of education and experience that would provide an equivalent background
Bonus Points
  • Masters degree in Accounting, Tax, or Business
  • Juris Doctor degree
  • 2 years of experience with a Big 4 public accounting firm
  • CPA designation
  • Experience using a tax form validator tool
Compensation Range

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.