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. 

The person holding this position will be primarily responsible for the quality and tracking of tax reporting files including correction cases and manual reporting. The responsibilities will include determining tax impacts cases, establishing quality procedures, completing data accuracy checks and reporting the results to management and the stakeholders.  They will also be responsible for implementing process improvements by meeting with line of business partners to improve tax reporting. 

As a Client Tax Associate I in our Quality Assurance team, you will be primarily responsible for ensuring the quality and accuracy of tax reporting files, including correction cases and manual reporting. You will have the opportunity to determine tax impacts, establish quality procedures, complete data accuracy checks, and report results to management and stakeholders. You will also collaborate with business partners to promote process improvements for tax reporting. This role provides an exciting opportunity to expand your knowledge, skills, and abilities in a dynamic environment.

Job responsibilities

Participate in remediation meetings to determine if correction strategy contains a tax impact and if so identify the impact, Maintain focus on case correction strategies and monitor for change, Assist in drafting and approve remediation letters and customer service memos that contain tax language, consult on any other LOB customer letters that contain tax language as requested. Build and maintain job aides and audit question setup Maintain detailed tracking of all ongoing cases with a tax impact and those pending tax impact determination. Creating and delivering daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau. Deliver productivity and process improvements related to year end reporting. Monitor tax form production including form validation and reconciliation. Perform QA check on created tax form

 

Required qualifications, capabilities, and skills

Three years of experience in the consumer financial services industry is required. Experience participating in process improvement/project initiatives including business requirements and script writing is required. Planning and decision-making ability a must with strong attention to detail is required. Proficient MS Excel, Project, Access and Word is required. Strong analytical and problem-solving skills with the ability to interpret data and its impact on business operations is required. Strong verbal and written communication skills is required. Ability to track and execute multiple tasks simultaneously is required.

Preferred qualifications, capabilities, and skills

Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations is preferred. Experience with Customer Assist, OUI (Operational User Interface), NAWA (New Account Web Applications), MSP, Recovery One or Taxport applications preferred.  Ability to effectively utilize technology to resolve issues and increase productivity is preferred. Experience with AI tools such as Alteryx, UiPath or Tableau preferred.