Tax Specialist

Columbia Bank•Denver, CO

1d•$25 - $34•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 requires working knowledge of department processes, attention to detail, and timely, accurate completion of assigned tax activities. The position supports an assigned account load, tax filings and reporting, reconciliation, vendor oversight, tax authority inquiries, and escheatment. The role is fully onsite at 1801 California Street, Suite 800, Denver, Colorado 80202.

Requirements

High school diploma or GED.
1–2 years of experience in tax reporting or reconciliation.
Strong conceptual understanding and practical knowledge of management and regulatory reporting, including DFI, FDIC, OCC, and SEC requirements; accounting under 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.

Responsibilities

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 with verification of daily federal and state withholding and support quarterly and annual tax filing activities.
Research and help resolve departmental reconciliation items or breaks identified by Treasury or Finance.
Review outsourced tax vendor reporting and related work product for accuracy, and support issue resolution with vendors and internal partners.
Identify potential tax reporting or compliance issues and escalate them 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; escalate complex matters with relevant information and supporting details.
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 with coordination of external tax professional support for preparation and filing of Columbia Private Trust 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 applicable bank regulations, keep current with regulatory changes, follow bank policies and procedures, and complete required annual or job-specific training.
Maintain working knowledge of bank policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, bank security, and other applicable 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 serve as a positive example.
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
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays