Job Description

• Training: Onsite 5 days/week for 1st month
• Regular Schedule: Hybrid (mandatory 3 days in office, 2 WFH); 7 AM-3:30 PM

• Consumer and Wealth Tax Operations Statement Team is responsible for the production of ~4,250,000 tax reporting statements and forms.
• Responsbilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database.
• This data is then used to produce our tax statements and reported to the IRS, Puerto Rico, and various states.
• This will include daily, monthly and annual report validation for numerous internal processes.
• Weekend/Weekday overtime is required when necessary and especially during tax season.

• Strong written and verbal communication skills
• Team player who is self-directed and detail oriented
• Ability to work cooperatively and embrace change with a positive approach
• Proficient in Microsoft Office products (Excel, Word, Outlook etc.)

• Tax background a plus.

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