Specialist, Tax Reporting & Compliance
JobID: 77366
Category: Tax Reporting & Compliance
JobSchedule: Full time
Posted Date: 2026-05-13T15:31:29+00:00
JobShift: Day
Base Salary Min: 52000
In this role, you'll make an impact in the following ways:
Support Wealth Management Tax and front-office team members with tax-related inquiries and day-to-day tax processing needs
Process tax payments and refund checks, and submit payments to various taxing authorities in a timely and controlled manner
Accurately sort, distribute, and prepare incoming and outgoing income mail, ensuring proper handling, packaging, and addressing
Collaborate closely with internal teams to maintain alignment and accuracy across tax-related processes
Manage risk by ensuring compliance with internal procedures and policies
Identify and recommend process improvements to enhance efficiency and accuracy within tax reporting and operations
To be successful in this role, we're seeking the following:
High school diploma or equivalent combination of education and experience required; Bachelor's degree in a business discipline preferred.
1-3 years of relevant experience in tax reporting or compliance.
Strong analytical skills with keen attention to detail.
Excellent communication and interpersonal skills.
Proficiency in Excel and financial data analysis.