Job Description:
Job Description:
This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision.
Wealth Management Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts. The Financial Data and Reporting Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for International and retirement accounts. This role will be responsible for working requests received in the e-task queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms. Additionally this role will assist with procedure maintenance, participate in yearly tax form testing and production validation and assist the team in any other duties as assigned.
• Proficient PC skills including Microsoft Office applications and especially Excel
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Excellent organization skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met
• Proven history of effective ownership and accuracy
• Possess the ability to work independently while effectively managing and finding resolution to complex situations
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Exhibit professionalism in all situations
• College Degree Preferred
• Operations experience a plus
Responsibilities:
- Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
- Performs basic research, follow-up, and resolution of routine financial data research requests
- Reviews relevant documents and forms to identify and resolve issues
- Validates financial data and reports against system of record
- Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
- Provides quality service and support to internal partners and external clients
Skills:
- Active Listening
- Customer and Client Focus
- Research
- Attention to Detail
- Critical Thinking
- Decision Making
- Account Management
- Continuous Improvement
- Problem Solving
- Risk Management
Required Skills:
• Proficient PC skills including Microsoft Office applications and especially Excel
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Excellent organization skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met
• Proven history of effective ownership and accuracy
• Possess the ability to work independently while effectively managing and finding resolution to complex situations
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Exhibit professionalism in all situations
****Mandatory overtime is required during tax season, which is generally January-April. This may include up to 6 day work weeks and an additional 1-2 hours daily M-F or on bank holidays based on business needsDesired Skills:
• College Degree Preferred
• Operations experience a plus
1st shift (United States of America)
