Job Description
This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!
Job Title: Tax Operations Specialist
Location: Phoenix, AZ 85034
Pay Rate: $24.43 hourly, paid weekly
Schedule:
Contract Duration: 6 months
Overview
This role focuses on reviewing and validating tax documentation, ensuring compliance with IRS regulations and bank policies, and supporting customer outreach efforts related to missing or expired tax forms. The position will also assist with additional tax-related activities as assigned. Mandatory overtime may be required during tax season from January through April.
Responsibilities
Required Skills and Qualifications
Job Title: Tax Operations Specialist
Location: Phoenix, AZ 85034
Pay Rate: $24.43 hourly, paid weekly
Schedule:
- Monday through Friday, 8:00 AM to 4:30 PM
- First 30 days: 100% onsite, 5 days per week
- After initial training period: 4 days per week onsite
- Hybrid schedule requirement of a minimum of 3 days per week in office
Contract Duration: 6 months
Overview
This role focuses on reviewing and validating tax documentation, ensuring compliance with IRS regulations and bank policies, and supporting customer outreach efforts related to missing or expired tax forms. The position will also assist with additional tax-related activities as assigned. Mandatory overtime may be required during tax season from January through April.
Responsibilities
- Review and validate IRS Forms W-8 and W-9
- Review and validate signature cards for interest-bearing consumer deposit accounts
- Process tax documentation in accordance with IRS requirements and bank procedures
- Send customer communications regarding missing, incomplete, or expired tax forms
- Research and resolve documentation discrepancies
- Maintain compliance with regulatory, operational, and quality standards
- Support consumer banking tax reporting and documentation processes
- Assist with additional tax-related projects and responsibilities as assigned
Required Skills and Qualifications
- Knowledge of IRS Forms W-8 and W-9
- Experience in banking operations, tax operations, compliance, or financial services
- Experience reviewing, processing, or validating tax, banking, financial, compliance, or regulatory documentation
- Strong attention to detail and accuracy
- Ability to interpret and follow IRS regulations, policies, and procedures
- Strong organizational and time-management skills
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office applications
- Ability to work independently and within a team environment
- Strong analytical and problem-solving skills
Numbers & Facts
| Location | Phoenix, AZ |
| Industry | Staffing/Employment Agencies |
| Salary | $5.63–$24.43 Per Hour |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1968 |
| Website | https://www.tailoredmanagement.com/ |
About Company
CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES
Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.
Skills
- Analysis Skillsunmatched
- Banking Operationsunmatched
- Banking Regulationsunmatched
- Banking Servicesunmatched
- Communication Skillsunmatched
- Customer Support/Serviceunmatched
- Detail Orientedunmatched
- Documentationunmatched
- Financial Complianceunmatched
- Financial Servicesunmatched
- Investment Servicesunmatched
- Maintain Complianceunmatched
- Microsoft Officeunmatched
- Organizational Skillsunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Quality Metricsunmatched
- Regulationsunmatched
- Regulatory Complianceunmatched
- Tax Operationsunmatched
- Tax Regulationsunmatched
- Tax Reportingunmatched
- Time Managementunmatched
- Writing Skillsunmatched
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