Customer Tax Analyst

• Perform moderately complex to complex tax accounting activities related to the preparation of federal, state and local customer information tax reporting returns, including impacts of withholding and tax form validations
• Prepare comprehensive tax work papers, perform account analysis, and prepare responses to internal information requests
• Embody and model compliance and risk management requirements for supported area
• Develop knowledge of federal and state and local customer information reporting tax laws, rulings, and regulations
• Perform basic income tax research
• Maintain required records related to customer information reporting tax processes and reports
• Work with moderate to minimal supervision
• Provide functional advice to less experienced staff
• Consult on customer tax related matters with lines of business and other control partners
• Develop relationships with assigned business units related to the collection and analysis of information important to compliance
• Work with business partners to collect internal tax data, perform data analysis, test for accuracy, identify and resolve data problems
• Participate in projects
• Communicate and provide consultation regularly with mid-level stakeholders companywide

2+ years of Corporate Tax, Finance, Accounting, Analytics, Customer Tax Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Demonstrated knowledge and experience with tax form validation, withholding and reporting requirements related to IRS customer tax reporting
• advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Strong time management skills and ability to meet deadlines
• Strong, clear and concise written and oral communication skills
• Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement