Client Tax Associate II

Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities.

You have found the right team.

As a Client Tax Associate II within the Tax Reporting and Withholding team, you will be responsible for contributing to various projects by drafting business requirements, planning, and executing tests, preparing test data, performing reconciliations, and collaborating with IT partners to resolve defects.

You will create job aids for new processes or updates to existing procedures.

Additionally, you will be driving productivity and process enhancements related to year-end reporting, including monitoring process controls, and conducting data integrity checks.

You will also act as a tax reporting subject matter expert, troubleshooting issues, partnering with the tax team on projects and process improvements, and identifying and escalating data quality concerns for resolution.

Job responsibilities


* Lead and execute enhancement initiatives in the form of business requirements, test plans, test cases, script execution, implementation, and readiness preparations.


* Serve as primary point of contact on all testing/validation responsibilities across teams


* Provide clear/concise project updates in a weekly/monthly basis to business and management stakeholders


* Perform issue analysis and develop solutions to fix


* Monitor tax form production including form validation and reconciliation


* Perform year end reporting related activities including resolve tax control report exceptions, tax file preparation, tracking and other projects as assigned


* Deliver productivity and process improvements related to year end reporting

Required qualifications, capabilities, and skills


* Three years of experience in the consumer financial services industry is required


* Experience leading/participating in process improvement/project initiatives including business requirements and script writing is required


* Understanding testing methodology and proactively enforcing testing requirements is required


* Proficient MS Excel, Project, Access, and Word is required


* Strong analytical and problem-solving skills with the ability to interpret data and its impact on business operations is required


* Strong verbal and written communication skills is required


* Ability to track and execute multiple tasks simultaneously with strong attention to detail is required

Preferred qualifications, capabilities, and skills


* Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations is preferred


* Experience with Customer Assist, OUI (Operational User Interface), NAWA (New Account Web Applications), MSP, qTest, Recovery One or Taxport applications preferred


* Experience resolving defects with IT partners including SQL/Code understanding and JIRA preferred


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