Tax Specialist

Columbia Bank•Denver, CO

3d•Onsite

About The Position

The Tax Specialist supports the preparation, processing, and remittance of taxes for the bank and Columbia Private Trust. This divisional role focuses on operational tax functions and supports an assigned account load by preparing and processing tax-related transactions, reviewing trust documents, and assisting with Forms 1099, 5498, and 990-T. The role assists with daily withholding verification and quarterly and annual tax filing activities, researches reconciliation items, reviews outsourced tax vendor work, and helps resolve tax reporting and compliance issues. The Tax Specialist researches routine to moderately complex tax questions, communicates with federal, state, and local tax authorities, and documents findings and resolution steps. The role also assists with coordinating external tax professionals for CPT-related returns and supports escheatment activities, including due diligence letters and coordination of cash and asset escheatment. The position follows established procedures, quality controls, bank policies, and applicable compliance regulations, while helping identify process or control improvements. It may include coaching or training others and performing other assigned duties. The position is based at 1801 California Street, Suite 800, Denver, Colorado 80202, and requires working fully onsite. The pay range is $25.23–$33.64; the selected candidate's rate depends on job-related knowledge, skills, experience, education, and location. The role may be eligible for performance-based incentive compensation.

Requirements

High school diploma or GED.
Strong conceptual understanding and practical knowledge of management and regulatory reporting, including DFI, FDIC, OCC, and SEC reporting.
Knowledge of accounting principles, including GAAP and RAP, and related federal, state, and local tax and trust regulatory guidelines and requirements.
Ability to effectively present information and respond to questions from groups of managers, executive management, and the board of directors.
Excellent analytical, organizational, and administrative skills.
Well organized, flexible, and able to manage multiple tasks.

Nice To Haves

Bachelor's degree preferred.
1–2 years of experience in tax reporting or reconciliation.

Responsibilities

Support the preparation, processing, and remittance of taxes for the bank and Columbia Private Trust.
Prepare and process tax-related transactions for an assigned account load, review trust documents, and assist with Forms 1099, 5498, and 990-T activities.
Assist in verifying daily federal and state withholding and support quarterly and annual tax filing activities.
Research and assist in resolving departmental reconciliation items or breaks identified by Treasury or Finance.
Review outsourced tax vendor reporting and work product for accuracy, and coordinate issue resolution with vendors and internal partners.
Identify potential tax reporting or compliance issues and escalate matters to the Supervisor, Tax Director, or other designated partners as appropriate.
Research routine to moderately complex tax questions using established procedures, department resources, and leadership guidance.
Communicate with the IRS, state tax jurisdictions, local taxing agencies, and other parties to resolve assigned tax matters.
Document research, findings, and resolution steps, and escalate complex matters with relevant supporting information.
Respond to routine inquiries from audit, examiners, tax authorities, and internal partners, with support from the Supervisor or Tax Director as needed.
Follow established procedures and quality controls, and provide input on process improvements or control enhancements when issues are identified.
Assist in coordinating external tax professional support for preparation and filing of CPT-related federal and state returns, including Forms 990-T.
Assist with escheatment activities, including preparing due diligence letters and coordinating cash and asset escheatment to applicable states.
Comply with bank regulations, policies, procedures, and required annual or job-specific training; keep current with regulation changes.
Maintain working knowledge of applicable Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other relevant policies and regulations.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Demonstrate and foster Columbia's corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.”
Perform other duties as assigned.

Benefits

Medical, dental, and vision plans.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance and disability insurance.
Tuition assistance.
Mental health resources.
Identity theft protection.
Legal support.
Auto and home insurance.
Pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.