Client Tax Associate I

Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team!

As a Client Tax Associate I in our Tax Home Lending team, you will be a trusted partner to several Consumer Bank lines of business to ensure accurate and complete year-end reporting as well as compliance with the Internal Revenue Service (IRS) and regulatory standards while meeting quality and productivity targets in a timely manner. You will serve as the point of contact to other business areas during the year end project ensuring all deliverables, testing, and reporting are done on time and correctly

Job responsibilities

• Assess the impact of regulatory changes and communicate required procedural changes to internal teams
• Identify process gaps related to year-end reporting, Social Security Number/ Tax Identification Number (SSN/TIN) certification, backup withholding, loan boarding and legal and tax compliance issues and install related controls
• Assist management track deliverables assigned to the Year End Analysts and Subject Matter Experts (SMEs) to ensure timely and accurate completion
• Complete IRS reporting and filing activities
• Perform required reconciliation of production activity
• Perform quarterly reviews of department procedures
• Complete customer complaints, data exceptions and widget functions to ensure service levels, productivity and quality standards are met
• Deliver automation solutions to increase accuracy, efficiency, and productivity via Alteryx, Xceptor, Tableau, UIPath and other tools as appropriate

Required qualifications, capabilities and skills

• 3 years of experience in Financial Services
• Ability to lead small teams on process improvements, testing and projects
• A high level of analytical ability and problem-solving skills
• Excellent 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
• Ability to work independently and accurately while meeting deadlines
• Ability to coordinate the activities of other areas for department deliverables accurately and on time
• Ability to research compliance issues and develop policies and procedures based on findings

Preferred qualifications, capabilities, and skills

• Previous experience working in MSP, VLS and Recovery One servicing systems is preferred
• Background in IRS compliance
• Experience with SQL language is preferred
• Experience with Alteryx, Xceptor, Tableau, UIPath automation solutions

This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home, which is subject to change.

This position is not eligible for H1B or Sponsorship