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Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Manage end-to-end year-end tax reporting processes for bank-issued products, including deposit accounts, lending products, and investment-related income streams
- Perform IRS TIN Matching and validation processes to ensure accurate customer tax identification and minimize backup withholding risk
- Prepare, validate, and distribute Forms 1099 and Forms 1042‑S for U.S. and non-U.S. clients
- Ensure compliance with IRS regulations, including withholding and reporting under Chapters 3 and 4 (FATCA), and backup withholding rules
- Reconcile tax reporting data to core banking systems, sub-ledgers, and the general ledger; research and resolve discrepancies
- Support withholding calculations, including adjustments related to corrected income classifications or client tax status changes
- Manage corrections and amended filings (1099/1042‑S) and ensure proper client notification
- Submit tax information returns and coordinate state-level reporting where applicable
- Maintain strong audit trails and documentation supporting tax reporting processes, controls, and reconciliations
- Partner with Compliance and Legal teams to interpret and implement regulatory changes impacting tax reporting
- Respond to inquiries from clients, internal stakeholders, and regulators related to tax reporting and withholding
- Identify and implement process improvements, including automation and enhanced data quality controls across reporting systems
Requirements
What you’ll need- Bachelor’s degree in accounting, Finance, Tax, or related discipline
- 2–5 years of experience in tax reporting, preferably within financial services or banking
- Experience with IRS information reporting requirements, including Forms 1099 and 1042‑S
- Strong understanding of U.S. tax information reporting requirements within a banking environment
- Knowledge of withholding rules for U.S. persons and non-U.S. persons, including NRA withholding and FATCA classification
- Familiarity with IRS TIN Matching, backup withholding, and due diligence requirements (e.g., W-9, W-8 series documentation)
- Experience preparing and filing Forms 1099 and 1042‑S, including corrections and amendments
- Understanding financial products and associated tax implications (interest, dividends, original issue discount, broker transactions)
- Strong data reconciliation, analysis, and problem-solving skills
- Advanced proficiency in Microsoft Excel (large datasets, pivot tables, data validation)
- Experience with tax reporting or banking systems (e.g., FIS, Fiserv, Broadridge, Sovos, OneSource, or similar platforms)
- Working knowledge of database tools and ability to query data (SQL preferred)
Benefits
Comp & perks- Comprehensive health and wellness benefits
- Retirement plans
- Educational assistance and training programs
- Income replacement for qualified employees with disabilities
- Paid maternity and parental bonding leave
- Paid vacation, sick days, and holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax reportingIRS TIN MatchingForms 1099Forms 1042-Swithholding rulesFATCA classificationdata reconciliationdata analysisproblem-solvingSQL
Soft Skills
communicationcollaborationprocess improvementattention to detailorganizational skills