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