Client Tax Analyst
Are you seeking to join a team where you can have the opportunity to thrive and grow? You have found the right team.
As a Client Tax Analyst within the Year End 1099 Tax team, you will be part of a team that supports all tax-related functions including reporting, payments, reconcilement, compliance adherence and other support. you will serve as a Subject Matter Expert (SME) for internal reporting teams. You will be responsible for required reporting /filing. You will also perform required analysis and reconciliations
Job responsibilities
- Review of department procedures on a quarterly basis
- Monitor and complete departmental reporting to ensure service levels and quality standards are met
- Perform ancillary year end reporting related activities including TIN maintenance, loan suppressions, inbound and outbound transfer validations and other projects as assigned
- Participate in enterprise projects from a SME perspective including requirements gathering, testing and project implementation
- Deliver productivity and process improvements related to year end reporting
- Facilitate deliverables with business areas and LOBs
- Monitor tax form production including form validation and reconciliation
- Provide oversight of year end reporting areas and mitigate reporting errors
- Create and deliver current state daily, weekly and monthly reporting using MS Access and MS Excel
Assess impact of regulatory changes and develops/communicates required procedural changes to internal teams
Required qualifications, capabilities, and skills
3 years experience with Card, Auto, or Overdraft collections
- Proficient MS Word and MS Excel skills are required
Experience with Enterprise iVault
- Participation in multiple projects required, either as a participant or team lead
- A high degree of analytical ability and problem solving skills
- Strong verbal and written communication skills with an ability to develop an effective communication management plan around projects
- Ability to track and execute multiple tasks simultaneously, work independently and accurately while meeting deadlines
- Ability to coordinate the activities of other areas for department deliverables accurately and on time
- Ability to effectively utilize technology to resolve issues and increase productivity
- Ability to research compliance issues and develop policies and procedures based on findings
Preferred qualifications, capabilities, and skills
- Previous leadership or lead experience
- Familiar with IRS and banking regulations and policies
- Experience with MS Project, Access, and Alteryx
- Experience with qTest testing application
- Preferred experience supporting more than once CCB Operations Function/Line of Business