Tax Operations Specialist

Creative Solutions Services, LLC; Phoenix (AZ); Hybrid; USD 32,000 - 36,000; Full time

Job summary

This is your opportunity to join a multinational investment bank and financial services company with headquarters in Manhattan, NY. The Tax Operations Specialist role is based in Phoenix, AZ, offering hybrid work with on-site emphasis and tax-focused processing duties.

The position runs for 6 months with mandatory overtime during tax season, starting in October 2026. Responsibilities include reviewing IRS W-8/W-9 forms, processing tax documents, and communicating with customers when forms are

Qualifications

• Knowledge of IRS Forms W-8 and W-9.
• Experience in banking operations, tax operations, compliance, or financial services.
• Experience reviewing, processing, or validating tax documents.
• Strong attention to detail and accuracy.
• Ability to interpret and follow IRS regulations, policies, and procedures.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Ability to work independently and within a team environment.
• Strong analytical and problem-solving skills.

Responsibilities

• Review and validate IRS Forms W-8 and W-9.
• Review and validate signature cards for interest-bearing consumer deposit accounts.
• Process tax documentation in accordance with IRS requirements and bank procedures.
• Send customer communications regarding missing, incomplete, or expired tax forms.
• Research and resolve documentation discrepancies.
• Maintain compliance with regulatory, operational, and quality standards.
• Support consumer banking tax reporting and documentation processes.
• Assist with additional tax-related projects and responsibilities as assigned.

Skills

W-8/W-9 forms

Banking operations

Attention to detail

IRS regulations

Communication skills

Microsoft Office

Independent and team work

Analytical & problem solving

Tools

Microsoft Office

Job description

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!

Job Title: Tax Operations Specialist

Location: Phoenix, AZ 85034

Pay Rate: $24.43 hourly, paid weekly

Schedule:

• Monday through Friday, 8:00 AM to 4:30 PM
• First 30 days: 100% onsite, 5 days per week
• After initial training period: 4 days per week onsite
• Hybrid schedule requirement of a minimum of 3 days per week in office

Target Start Date: October 5, 2026

Contract Duration: 6 months

Overview

This role focuses on reviewing and validating tax documentation, ensuring compliance with IRS regulations and bank policies, and supporting customer outreach efforts related to missing or expired tax forms. The position will also assist with additional tax-related activities as assigned. Mandatory overtime may be required during tax season from January through April.

Responsibilities

• Review and validate IRS Forms W-8 and W-9
• Review and validate signature cards for interest-bearing consumer deposit accounts
• Process tax documentation in accordance with IRS requirements and bank procedures
• Send customer communications regarding missing, incomplete, or expired tax forms
• Research and resolve documentation discrepancies
• Maintain compliance with regulatory, operational, and quality standards
• Support consumer banking tax reporting and documentation processes
• Assist with additional tax-related projects and responsibilities as assigned

Required Skills and Qualifications

• Knowledge of IRS Forms W-8 and W-9
• Experience in banking operations, tax operations, compliance, or financial services
• Experience reviewing, processing, or validating tax, banking, financial, compliance, or regulatory documentation
• Strong attention to detail and accuracy
• Ability to interpret and follow IRS regulations, policies, and procedures
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office applications
• Ability to work independently and within a team environment
• Strong analytical and problem-solving skills