The Private Wealth team is a department of its own within UMB to help our clients plan and create financial and investment plans for their assets. Within the Private Wealth environment, this team interacts with UMB’s high net worth clients in providing resolutions and solutions to clients and their investment needs. With our robust training to provide extensive UMB and financial knowledge, the Private Wealth team provides investment education and problem-solving solutions for our clients. The Private Wealth team is made up Portfolio Managers, Trust Advisors, Wealth Advisors, and Investment Analysts. These associates each have a specific and impactful function for our clients and their assets. The employees of the Private Wealth team are subject matter experts that assist in resolving client issues, deepening client relationships and gaining new business for the company.

Working as the Manager of Tax and Accounting Services, you will be overseeing a team of Tax Associates, man...