U
UmbTax Associate II
Overland Park KShybridjunior$68K – $100K
Posted today · via Workday
About this role
As the Tax Associate II, you will deliver tax services to Private Wealth Management clients with a primary focus on servicing lower value client segments. How you will spend your time: Serve as the main point of contact for clients and prospects. Works collaboratively with Senior Associates on team to resolve complex client tax issues and situations. Responsible for managing day-to-day client tax activities, including new client onboarding, data collection, reviews, projections, and filings. Responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. Develop tax planning strategies for prospective clients and make general recommendations for appropriate additional services.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Overland Park KS. We weight your proximity and willingness to relocate.
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Skills in this role
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