Tax Operations Specialist - Hybrid (W-8/W-9 Focus)

LHH; Phoenix (AZ); On-site; USD 27,753 - 39,528; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K plan

Paid Sick Leave

Commuter benefits

Job summary

A leading recruitment firm is seeking a Tax Operations Specialist in Phoenix, AZ. The ideal candidate must be detail-oriented and experienced in Consumer Tax Operations. Responsibilities include reviewing IRS forms and supporting team process functions. This onsite role offers flexibility in scheduling during training and regular work hours. Benefit offerings include comprehensive medical and retirement plans.

Qualifications

• Must be able to navigate internal systems to confirm customer tax status.
• Must accommodate an 8-hour work schedule and work overtime during tax season.

Responsibilities

• Review and validate IRS Form W-8 and W-9 for consumer deposit accounts.
• Perform mailings for missing or expired forms.
• Support team process functions while adhering to IRS and bank guidelines.

Skills

Attention to detail

Independent thinking

Strong communication skills

Ability to handle multiple tasks

Job description

A leading recruitment firm is seeking a Tax Operations Specialist in Phoenix, AZ. The ideal candidate must be detail-oriented and experienced in Consumer Tax Operations. Responsibilities include reviewing IRS forms and supporting team process functions. This onsite role offers flexibility in scheduling during training and regular work hours. Benefit offerings include comprehensive medical and retirement plans.