Tax Specialist

Columbia Bank; Denver (CO); On-site; USD 35,000 - 46,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) plan

Employee assistance program

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Job summary

Columbia Bank in Denver, CO is seeking a Tax Specialist to support the preparation, processing, and remittance of taxes for the bank and Columbia Private Trust. The role works with internal and external stakeholders to ensure timely and accurate tax filings and compliance with federal, state, and local authorities.

You will assist with Forms 1099, 5498, and 990-T, oversee escheatment activities, and coordinate with outsourced tax professionals as needed.

Qualifications

• Bachelor's degree required; HS Diploma/GED accepted.
• 1–2 years experience in Tax Reporting or Reconciliation.
• Strong understanding of GAAP, RAP, and regulatory reporting.

Responsibilities

• Prepare and process tax-related transactions for bank and trusts.
• Assist with Form 990-T, 1099, 5498 activities.
• Coordinate with IRS and state/local tax authorities.
• Support escheatment processes and vendor coordination.

Skills

Tax reporting

Tax reconciliation

Regulatory reporting

GAAP

Education

Bachelor's degree

HS Diploma/GED

Job description

About the Role

About the Role: The Tax Specialist is responsible for supporting the preparation, processing, and remittance of taxes for the bank and Columbia Private Trust. This role assists with tax filing activities, coordinates with internal and external stakeholders, and supports responses to inquiries from federal, state, and local tax authorities. Additional responsibilities include assisting with Form 990-T preparation and supporting the escheatment process. As a divisional role focused on operational tax functions, this position requires working knowledge of department processes, attention to detail, and the ability to ensure timely and accurate completion of assigned tax-related activities. Supports an assigned account load by preparing and processing tax-related transactions, reviewing trust documents, and assisting with Forms 1099, 5498, and 990-T activities. Assists with verification of daily federal and state withholding and supports quarterly and annual tax filing activities. Researches and assists in resolving departmental reconciliation items or breaks identified by Treasury or Finance. Reviews outsourced tax vendor reporting and related work product for accuracy and supports issue resolution in coordination with vendors and internal partners. Identifies potential tax reporting or compliance issues and escalates matters as appropriate to the Supervisor, Tax Director, or other designated partners. Researches routine to moderately complex tax-related questions using established procedures, department resources, and guidance from leadership. Communicates with the Internal Revenue Service, state tax jurisdictions, local taxing agencies, and other parties to support resolution of assigned tax matters. Documents research, findings, and resolution steps for assigned issues and escalates complex matters with relevant information and supporting details. Responds to routine inquiries from audit, examiners, tax authorities, and internal partners with support from the Supervisor or Tax Director as needed. Follows established procedures and quality controls, and provides input on process improvements or control enhancements when issues are identified. Assists with coordination of external tax professional support for preparation and filing of CPT-related federal and state returns, including Forms 990-T. Assists with escheatment activities, including due diligence letter preparation and coordination of cash and asset escheatment to applicable states. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice" May perform other duties as assigned.

About You

About You: HS Diploma/GED. Req Bachelor’s Degree. Pref 1 - 2 years of experience in Tax Reporting/Reconciliation Strong conceptual understanding and practical knowledge of management and regulatory (DFI, FDIC, OCC, SEC,) reporting, accounting (GAAP and RAP), and related tax (federal, state and local) and trust regulatory guidelines and requirements. Ability to effectively present information and respond to questions from groups of managers, executive management and the board of directors. Excellent analytical, organization, administrative skills. Well organized, flexible and multi task oriented.

Pay

The pay range for this role is $25.23 - $33.64. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location

Primary Location: Ability to work fully onsite at posted location(s). 1801 California Street Suite 800 Denver CO 80202

Our Benefits

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.

• comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k)-retirement savings plan with employer match for qualifying associate contributions
• employee assistance program
• life insurance
• disability insurance
• tuition assistance
• mental health resources
• identity theft protection
• legal support
• auto and home insurance
• pet insurance
• access to an online discount marketplace
• paid vacation, sick days, volunteer days, and holidays

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

Why work for Columbia Bank?

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.