The person holding this position will be primarily responsible for the quality and tracking of tax reporting files including correction cases and manual reporting. The responsibilities will include determining tax impacts on correction cases, establishing quality procedures, completing data accuracy checks and reporting the results to management and the stakeholders. They will also be responsible for implementing process improvements by meeting with line of business partners to improve tax reporting.
Job responsibilities
- Lead and participate in remediation meetings to determine if correction strategy contains a tax impact and if so identify the impact,
- Maintain focus on case correction strategies and monitor for change,
- Draft and approve remediation letters and customer service memos that contain tax language, consult on any other LOB customer letters that contain tax language as requested.
- Build and maintain job aides and audit question setup
- Maintain detailed tracking of all ongoing cases with a tax impact and those pending tax impact determination.
- Create and deliver daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau.
- Deliver productivity and process improvements related to year end reporting.
Required qualifications, capabilities, and skills
- Working knowledge in the consumer financial services industry is required.
- Background in participating in process improvement/project initiatives including business requirements and script writing is required.
- Planning and decision-making ability a must with strong attention to detail 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 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, Recovery One or Taxport applications preferred.
- Ability to effectively utilize technology to resolve issues and increase productivity is preferred.
- Experience with AI tools such as Alteryx, UiPath or Tableau preferred.