Apply on Employer Site

Tailored Management · 1 day ago

Financial Analyst (Hybrid) Consumer Tax Operations

Phoenix, AZ

Contract

Hybrid

New Grad, Entry Level

$24.43/hr - $24.43/hr

Tailored Management is a multinational investment bank and financial services holding company. They are seeking a Financial Analyst to join their Consumer Tax Operations team in Phoenix, AZ, where the role is critical in ensuring compliance with IRS and bank guidelines while supporting tax documentation processes for consumer deposit accounts.

ConsultingHuman ResourcesInformation Technology

Responsibilities

Review and validate IRS Form W-8 (Certificate of Foreign Status), IRS Form W-9 (Request for Taxpayer Identification Number), and signature cards for interest-bearing consumer deposit accounts

Prepare and send mailings to customers regarding missing or expired W-8/W-9 forms

Support team processes and operational functions to ensure smooth workflow

Maintain strict adherence to IRS regulations and internal bank compliance standards

Qualification

Microsoft OfficeInternal systems navigationBank operations experienceTask managementAttention to detailWritten communicationVerbal communication

Required

Strong proficiency in Microsoft Office applications and general computer skills

Exceptional attention to detail with the ability to think independently

Capable of managing multiple tasks concurrently while meeting deadlines with accuracy

Experience navigating internal systems to research, review, update, and confirm customer tax status

Excellent written and verbal communication skills

Flexibility to work an 8-hour schedule (between 8:00 AM – 5:00 PM, Monday–Friday) and willingness to work overtime during peak tax season, including weekends if necessary