Banking Tax Specialist

Insight Global (United States); Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

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Job summary

Insight Global is seeking a Banking Tax Specialist to support banking operations with a primary focus on tax processing, regulatory compliance, and unclaimed property. You will manage tax reporting and IRS filing support, staying ahead of deadlines and ensuring accuracy across W-8 forms, B notices, and TIN compliance.

In this role you will partner with Tax, Risk, and internal teams, drive process improvements, and maintain documentation to support efficiency, compliance, and knowledge transfer.

Qualifications

• 2+ years of tax processing experience.
• Bachelor's Degree.
• Experience in a regulated environment.
• Processing Form W-8, B Notices, TIN compliance, tax corrections, and IRS filing support.
• Banking experience and FATCA knowledge.

Responsibilities

• Manage tax reporting, withholding, FATCA, Form W-8, B Notices, TIN compliance, tax corrections, and IRS filing support.
• Support unclaimed property processes, including dormant accounts, owner outreach, account reactivation/closure, reconciliations, state reporting, and remittance.
• Monitor regulatory deadlines, reconciliations, controls, and audit documentation.
• Identify and elevate tax, compliance, or operational issues.
• Partner with Tax, Risk, Audit, vendors, and internal teams to ensure accurate and timely processing.
• Improve procedures and maintain documentation to support efficiency, compliance, and knowledge transfer.

Skills

Tax processing

Regulatory compliance

Unclaimed property

Banking experience

FATCA

Education

Bachelor's Degree

Job description

Job Description

Insight Global is seeking a Banking Tax Specialist to support banking operations with a primary focus on tax processing, regulatory compliance, and unclaimed property.

Key Responsibilities

Manage tax reporting, withholding, FATCA, Form W-8, B Notices, TIN compliance, tax corrections, and IRS filing support.Support unclaimed property processes, including dormant accounts, owner outreach, account reactivation/closure, reconciliations, state reporting, and remittance.Monitor regulatory deadlines, reconciliations, controls, and audit documentation.Identify and elevate tax, compliance, or operational issues.Partner with Tax, Risk, Audit, vendors, and internal teams to ensure accurate and timely processing.Improve procedures and maintain documentation to support efficiency, compliance, and knowledge transfer.

Skills and Requirements

2+ years of tax processing experienceBachelors DegreeExperience in a regulated environmentProcessing Form W-8, B Notices, TIN compliance, tax corrections, and IRS filing supportBanking experienceFATCA

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].