UMB Bank
The Tax Associate II delivers tax services to Private Wealth Management clients, primarily focusing on lower value segments. This role involves serving as the main client contact, managing day-to-day tax activities, and collaborating with senior team members to resolve complex issues. The position requires developing tax planning strategies, maintaining client relationships, and ensuring adherence to corporate and regulatory policies.
Headquarters
Kansas City, Missouri, United States
Company Size
1001-5000 employees
Founded
1913
UMB Bank is a full-service financial institution offering personal, business, commercial, and institutional banking products and services. Its offerings include checking and savings accounts, credit cards, mortgage and home equity loans, wealth management, trust and investment services, and treasury solutions. UMB Bank operates as a subsidiary of UMB Financial Corporation and is an FDIC-insured, equal housing lender.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for UMB Bank.
7% above the average for this role
UMB’s historic milestone brings more to customers and communities across the U.S.
Dec 16, 2025