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Job Description:
Job Description:
This job is responsible for the analysis and resolution of highly complex credit and tax operations processes and issues that require coordination of multiple stakeholders to resolve. Key responsibilities include adhering to defined procedures and regulatory requirements, while managing projects and initiatives in support of process improvement or updates to procedures. Job expectations include supporting effective coordination across key stakeholders groups, including business controls and governance organizations.
Consumer & Wealth Tax Operations is responsible for multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments. This position primarily supports Wealth Management accounts and is responsible for providing senior level communications and project management support for various tax related client and internal communications. The role partners with the various teams to develop and execute upon communication plans, both internal and external, to ensure a successful tax reporting season is accomplished. In addition, the role supports various projects across the team as needed and is responsible for various internal tools (training, web content) and ensuring it is accurate and up to date.
The responsibilities include, but are not limited to the following:
• Creating internal and external client communications related to tax reporting
• Reviewing existing communications, revising as necessary and obtaining approvals
• Developing and executing upon the tax season communication plan each year (December – April), in partnership with various LOB teams (Consumer Investments (Edge), MLWM branch offices)
• Supporting various ad-hoc communication needs throughout the year
• Support of internal tools designed for internal and external clients (web content, resource central, document review, FAQs, etc)
• Support of various projects and other tasks across the team as needed
Responsibilities:
• 5+ years of financial services or operations experience, written communication experience preferred
• Experience writing internal or external communications
• Ability to lead meetings and drive accountability with partners
• Ability to identify and navigate resources and analyze data independently to determine appropriate actions needed
• Strong written and verbal communication skills and ability to interact with all levels of management.
• Strong presentation skills with the ability to present to various levels of leaders and business partners.
• Strong proficiency in Microsoft Office tools (Excel, PowerPoint, Word) and other PC based applications
• Project management experience creating action plans
• Self-directed, self-sufficient, quick learner, thorough and detail-oriented
• Strong organizational skills including the ability to prioritize, manage multiple responsibilities
Desired Skills:
Skills:
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