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LHH · 1 week ago

Tax Administrator

Greater Phoenix Area

Full-time

Onsite

New Grad, Entry Level

LHH Recruitment Solutions is seeking a Tax Administrator for our client, a top-tier Bank. The ideal candidate will be responsible for reviewing and validating IRS forms and supporting team processes while adhering to IRS and bank guidelines.

Human Resources

Responsibilities

Reviewing and validating IRS Form W-8 (Certificate of Foreign Status)

Reviewing and validating IRS For W-9 (Request for Taxpayer Identification Number)

Reviewing Signature Cards for interest bearing consumer deposit accounts

Doing mailings to customers for missing or expired Form W8/W9

Supporting team process functions

Adhering to IRS and bank guidelines

Qualification

Microsoft OfficeBank operations experienceInternal systems navigationIndependent thinkerDetail-orientedCommunication skills

Required

Proficient computer skills including Microsoft Office applications

Must be detailed oriented, an independent thinker and able to handle multiple functions concurrently while following related regulations and procedures to effectively deliver optimal performance and accuracy within deadlines

Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status

Must have strong written and verbal communication skills

Must be able to accommodate an 8-hour work schedule between 8 am to 5 am M-F and work overtime during high volume tax season which may include weekends