Global Tax Data & W8 Reporting Specialist

City National Bank; Newark (DE); On-site; USD 39,000 - 63,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Vacation & sick leave

Family planning benefits

Career mobility

Networking groups

Job summary

City National Bank is seeking an Information Reporting Specialist to support non-U.S. clients by ensuring W8 compliance with IRS regulations and bank policies.

You will provide analytical support for day-to-day systems and reporting related to Forms W8, tax withholding, 1042S, and remittance across internal bank systems. Responsibilities include data extraction, daily W8 documentation validation, and development of automation strategies to enhance efficiency while maintaining controls and

Qualifications

• Minimum 3 years of experience in Operations analysis, Tax Analysis or related roles.
• Minimum 2 years of Microsoft Excel experience required (with knowledge of vlook-up, if errors, pivot tables, macros, etc.)
• Minimum 1 year experience working with analyzing and reporting data.

Responsibilities

• Conduct data extraction and create Ad Hoc reports using BRIO/City Data II, MS Excel, InfoShare.
• Daily Tax Documentation validation of IRS Form W8 series and liaise with colleagues on client tax documentation.
• Identify and recommend processes and automation strategies to increase efficiency and compliance; write procedures.

Skills

Operations analysis

Tax analysis

Data reporting

Education

Bachelor’s degree

Tools

Microsoft Excel

BRIO/City Data II

InfoShare

Job description

City National Bank is seeking an Information Reporting Specialist to support non-U.S. clients by ensuring W8 compliance with IRS regulations and bank policies.

You will provide analytical support for day-to-day systems and reporting related to Forms W8, tax withholding, 1042S, and remittance across internal bank systems. Responsibilities include data extraction, daily W8 documentation validation, and development of automation strategies to enhance efficiency while maintaining controls and