Tax Specialist

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

Overview

LHH Recruitment Solutions is seeking a Tax Operations Specialist for our client in Phoenix, AZ. Our client is a top tier Bank and the ideal candidate will have extensive experience in Consumer Tax Operations. Responsibilities include reviewing and validating IRS Form W-8 (Certificate of Foreign Status), IRS Form W-9 (Request for Taxpayer Identification Number) and Signature Cards for interest bearing consumer deposit accounts. Will do mailings to customers for missing or expired Form W-8/W-9. Will support team process functions. All job functions require adherence to IRS and bank guidelines.

Role Description

100% ON-SITE - Monday - Friday - Flexible start and end time - discuss with manager upon starting.

Hours: M-F 8 am to 5 pm; mandatory OT may be required during tax season Jan to April

Max Pay Rate: $24.42 per hour

Schedule: Training: 2 weeks onsite 7:30 am to 4:00 pm PT/MDT

Regular schedule: hybrid (Mon-Wed onsite, Th-F home) 8:30 am to 5:00 pm MDT

Location: Phoenix, AZ

Required Skills

• Must be detailed oriented, an independent thinker and able to handle multiple functions concurrently while following related regulations and procedures to effectively deliver optimal performance and accuracy within deadlines.
• Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status.
• Must have strong written and verbal communication skills.
• Must be able to accommodate an 8-hour work schedule between 8 am to 5 pm M-F and work overtime during high volume tax season which may include weekends.

Desired Skills

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance, Accounting/Auditing, and Administrative

Industries

• Banking, Investment Banking, and Financial Services