Credit Human

We are seeking a IRA & Tax Reporting Specialist for the Operations Support Regulatory Reporting Department.. The IRA & Tax Reporting Specialist performs many tasks within the Regulatory Reporting unit.. Additionally, the IRA & Tax Reporting Specialist is responsible for processing W8-BEN recertification, CP2100 verification, W-9 exceptions, and the remittance and IRS reporting of backup and federal withholding payments.. Experience with Symitar, Synapsys, Word, Excel, Outlook, and Access. Power user of Symitar to perform financial and non-financial transactions

reporting specialist

We are seeking a IRA & Tax Reporting Specialist for the Operations Support Regulatory Reporting Department. The IRA & Tax Reporting Specialist performs many tasks within the Regulatory Reporting unit. There are three main areas of focus for this role. 1) The IRA & Tax Reporting Specialist is expected to have the knowledge to review/research/correct IRA transactions and Tier 3 escalation matters. 2) This role assists in ensuring the accurate and timely reporting of IRS tax forms (1099-INT, 1099-R, 1099-Q, 5498, 5498ESA, FMV, 1042S & 1099-C) to members and the IRS. 3) Perform the tasks necessary for the annual escheatment of shares, negotiable items, and safe deposit boxes. Additionally, the IRA & Tax Reporting Specialist is responsible for processing W8-BEN recertification, CP2100 verification, W-9 exceptions, and the remittance and IRS reporting of backup and federal withholding payments. If you have knowledgeable with IRAs you should apply right away! Highlights: <ul><li>Review accounts and identify departments to review charged-off loans and/or credit cards to determine if offset of funds is allowed</li><li>Provide member information needed to obtain affidavits for lost items</li><li>Remit inventory list(s) to State and in collaboration with CCA, remit contents when requested</li><li>Responsible for processing the CP2100 report sending the appropriate "B" notice and letter to members, initiating backup withholding and tracking returned responses</li><li>1099-INT, 1099-R, 5498 and 5498ESA - Perform quality check on a sampling of tax forms generated by third party provider ensuring the correct information is populated in the appropriate fields</li></ul> Experience: Required <ul><li>Minimum one year of experience with a financial institution</li></ul> Preferred <ul><li>Experience with Symitar, Synapsys, Word, Excel, Outlook, and Access</li><li>Bilingual</li></ul> Education: Required <ul><li>High School Graduate or Equivalent</li></ul> Skills & Knowledge: Required <ul><li>Computer Skills to include MS Outlook, Word, Excel, Access</li><li>Knowledgeable with IRAs</li><li>Knowledgeable with Tax Forms/Reporting</li><li>Ability to use mathematical calculations (multiplication, division, percentage)</li><li>Attention to detail and accuracy</li><li>Ability to work independently</li><li>Ability to multi-task</li><li>Ability to work with diverse groups of people, both internal and external, and build a positive working relationship</li><li>Strong communication skills (oral & written)</li><li>Strong listening skills</li><li>Strong organizational skills</li><li>Power user of Symitar to perform financial and non-financial transactions</li><li>Possess time management skills</li><li>Possess a service-oriented mindset/excellent customer service skill</li><li>Possess the ability to be open and receptive to feedback</li><li>Knowledge of credit union compliance, policies, and procedures</li><li>Self-motivated and dependable</li></ul> Preferred <ul><li>Experience with Symitar, Synapsys, Word, Excel, Outlook, and Access</li></ul> Schedule: Monday-Friday, 8:30 am-5:30 pm Level of Work: 1C Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement. To get to know Credit Human and learn more about our benefits, visit our careers page at www.credithuman.com/careers. Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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