Brokerage Tax Analyst supporting retirement tax reporting and compliance while collaborating across teams to ensure accurate tax reporting. Analyzing transactions and preparing IRS forms for retirement accounts.
About the role
- Senior Tax Administrator managing tax administration for mutual funds at UMB, preparing and reviewing tax provisions, returns, and disclosures.
Responsibilities
- Coordinate with Lead Tax Administrator the tax portion of annual audit of financial statements and provide timely and accurate documentation necessary to complete the audit
- Respond to client questions and requests
- Perform review of income and excise tax provisions and quarterly, semiannual and annual tax disclosure for financial reports for assigned funds to ensure accuracy and proper disclosure
- Perform final review of shareholder tax reporting disclosure for Form 1099
- Preparation of tax filings (extensions, federal income and excise and State tax filings)
- Preparation of supporting tax schedules to support income and excise tax filings
- Preparation of other miscellaneous tax filings (IRS Forms SS 4, W 9, 1099 MISC, FinCEN Forms 114 and 114a, etc.)
- Preparation of calendar year mutual fund tax information for shareholder tax reporting
- Preparation of ASC 740 10 (Uncertain Tax Positions) documentation and ASC 740 (Accounting for Income Taxes) documentation and footnote
- Calculation of periodic and annual income and capital gain distributions and review of dividend memos
- Work with the mutual fund's independent auditors in their review of income and excise tax provisions and tax information for the mutual fund's financial statement reporting
- Other duties as assigned
Requirements
- Bachelor’s program in Accounting, Finance, or related field of study
- Minimum of four (4) years of mutual fund tax administration or for corporate and/or partnership tax or public accounting experience
- Master’s in Accounting or Tax OR CPA license (Bonus Points)
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
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