First Citizens Bank · 23 hours ago
Equipment Finance Tax Specialist I
Jacksonville, FL
Full-time
Onsite
Mid Level
4+ years expFirst Citizens Bank is seeking an Equipment Finance Tax Specialist I to assist in preparing tax materials and performing tax accounting duties. The role involves analyzing financial data, ensuring compliance with tax laws, and supporting the Equipment Financing function of the Bank.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Analysis - Sources, compiles, and interprets financial data. Analyzes data for the evaluation and preparation of taxes, effectively communicates analysis output
Risk Assessment - Reviewing and approving documentation to determine if exemptions are valid based on customer, contract, and equipment type by state
Documentation - Assists in the preparation and distribution of federal and state tax documents including filings and returns. Prepares quarterly and annual tax compliance
Compliance - Maintains a strong knowledge of existing or revised tax codes, laws, and forms in order to properly prepare tax documents for the Bank. Ensures that tax returns are filed in accordance with tax authorities
Business Support - Researches tax laws. Assists in state and local tax audits. Compiles information and explains options for best practice. Calculates and communicates federal and state estimated payments to the appropriate parties. Ensures compliance with all applicable regulations and tax laws
Qualification
Required
Bachelor's Degree
High School Diploma or GED and 4 years of experience in Tax analysis
Intermediate Excel skills
Proven time management capabilities
Advanced attention to detail
Coachable and open to feedback
Problem-solving skills
Advanced written and verbal communication skills
Preferred
Tax/Indirect tax experience including but not limited to understanding of tax returns
Banking/Finance industry experience
Equipment Finance industry experience
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
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2026-01-13
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