W-8 & Tax Data Reporting Specialist

City National Bank; Jacksonville (FL); Hybrid; USD 39,000 - 63,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) matching

Tuition reimbursement and upskilling

Paid time off and volunteer time

Diversity and networking groups

Job summary

City National Bank in the United States is seeking an Information Reporting Specialist to support non-U.S. client processes, ensure W8 compliance, and provide analytical reporting.

The role involves extracting data, building ad hoc reports, validating IRS forms, and improving processes to increase efficiency. The position requires multi-tasking in a fast-paced environment with strong Excel skills and the ability to communicate with colleagues at all levels.

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.
• Bachelor’s degree is highly preferred

Responsibilities

• Provides analytical support for day-to-day systems and processing issues related to Forms W8, tax withholding, tax deposits and 1042S reporting.
• Creates Ad Hoc reports using tools like BRIO/City Data II, MS Excel, InfoShare, and monitors data accuracy.
• Responsible for annual W8 certification and 1042S reporting.
• Supports W8 processing, NRA withholding, and reconciliation of tax withholding.
• Researches, coordinates and recommends process improvements; writes procedures.
• Interacts with colleagues, vendors, and clients to resolve issues and meet deadlines.

Job description

City National Bank in the United States is seeking an Information Reporting Specialist to support non-U.S. client processes, ensure W8 compliance, and provide analytical reporting.

The role involves extracting data, building ad hoc reports, validating IRS forms, and improving processes to increase efficiency. The position requires multi-tasking in a fast-paced environment with strong Excel skills and the ability to communicate with colleagues at all levels.