- UMB Bank (Ogden, UT)
- …is a growing team that continues to add to our client portfolio. The ** Tax Accountant I-Alternative Investments** role supports UMB by gathering and tracking ... The ** Tax Accounting Alternative Investments** team prepares tax workpapers, returns, and necessary tax filings for our alternative investment fund clients.… more
- UMB Bank (Chadds Ford, PA)
- …a strong relationship with the clients and other professional firms (such as audit/ tax ) with whom the clients conduct business. Demonstrate ability to onboard a ... client or new fund(s) for an existing client Review preliminary and final trial balances and net asset value (NAV) for funds completed by Fund Accountants. Monitor and review cash settlements, investor activity, interest, dividend payments, and other cash… more