Bulge Bracket Investment Banks

Posted 6 days ago

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**Client Tax Analyst - Tampa, FL** As a **Client Tax Analyst**, you'll oversee tax-related processes like reporting, payments, and reconciliations. Serve as a Subject Matter Expert (SME) for internal teams, manage departmental reporting, and ensure service level adherence. Collaborate cross-functionally to deliver enterprise projects and drive process improvements. Key tools include MS Access, MS Excel, and Alteryx. Proficient in MS Word and Excel, with 3+ years in collections (Card, Auto, Overdraft) and experience using Enterprise iVault. Demonstrate strong analytical, communication, and project management skills. Preferred: familiarity with IRS regulations, MS Project, qTest, and supporting multiple LOBs.

Compensation: Not specified USD
City: Tampa
Country: United States

Full Job Description

Location: Tampa, FL, United States

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

Advance your career with our Tax team, where innovation, creativity, and excellence are at the heart of what we do.

Full Job Description

Location: Tampa, FL, United States

Are you seeking to join a team where you can have the opportunity to thrive and grow? You have found the right team.

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

Advance your career with our Tax team, where innovation, creativity, and excellence are at the heart of what we do.

Client Tax Analyst

Full Job Description

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