Tax Financial Analyst - Phoenix, AZ

Canon Recruiting Group • Phoenix, AZ

20h • $24 • Hybrid

About The Position

This role is in Consumer Tax Operations. Responsibilities include reviewing and validating IRS Form W-8 (Certificate of Foreign Status), IRS For W-9 (Request for Taxpayer Identification Number) and Signature Cards for interest bearing consumer deposit accounts. Will do mailings to customers for missing or expired Form W8/W9. Will support team process functions. All job functions require adherence to IRS and bank guidelines.

Requirements

• Proficient computer skills including Microsoft Office applications
• Must be detailed oriented, an independent thinker and able to handle multiple functions concurrently while following related regulations and procedures to effectively deliver optimal performance and accuracy within deadlines.
• Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status.
• Must have strong written and verbal communication skills
• Must be able to accommodate an 8-hour work schedule between 8 am to 5 am M-F and work overtime during high volume tax season which may include weekends.

Nice To Haves

• Bank operations experience

Responsibilities

• reviewing and validating IRS Form W-8 (Certificate of Foreign Status)
• reviewing and validating IRS For W-9 (Request for Taxpayer Identification Number)
• reviewing and validating Signature Cards for interest bearing consumer deposit accounts
• mailings to customers for missing or expired Form W8/W9
• support team process functions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed