icims
Information Reporting Specialist
City National Bank
Jacksonville, USA
Full-time
Mid · 3+ years experience
Onsite
USD 28.58-45.66 hourly / hour
Discovered 1 weeks ago
Microsoft ExcelInfoShareBRIOCity Data IIInternet
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Microsoft ExcelInfoShareBRIO
Key Skills for This Role
Microsoft ExcelInfoShareBRIOCity Data IIInternet
Full Job Posting
- Conducts data extraction activities and creates various Ad Hoc reports using tools like BRIO/City Data II, MS Excel, InfoShare, etc. Also monitors and gathers statistical information and evolving error trends and provides information to various Business partners and management. Reports key trends and issues related to key data accuracy.
- Daily Tax Documentation validation of IRS Form W8 series. Provide support and liaison to colleagues regarding client tax documentation.
- Identify, analyze and recommend processes and automation strategies that will increase efficiency of data analysis and reporting, controls and compliance. Write departmental procedures.
- Evaluates accuracy of reports, creates ad hoc reports.
- Responsible for Annual W8 certification, reporting of Forms 1042S.
- Manage and support daily operational processes such as: W8 processing, NRA withholding, reconciliation of tax withholding.
- Responsible for annual recertification process and account remediation.
- Analyze and resolve problems.
- Works directly with colleagues at all levels; may also interact with vendors or with clients.
- Research, coordinate and recommend process enhancements to the department’s operation, write procedures and complete projects as directed.
- Utilize a variety of internal bank systems to research and prepare operating and or administration reports
- Performs other duties of a similar nature or level within the department. Becomes actively involved in daily operation when required to meet deadlines or to resolve complex problems.
- Processing of various functions and forms to comply with IRS regulations including Forms W8 and W9, invoking and releasing IRS backup withholding on deposit accounts and monitoring IRS B and C notices, and TEFRA balancing and remittance.
- Assisting with the mailing and corrections of year-end 1098/1099, B-notices mailing.
- Federal Form Processing (Includes management of all unclaimed property inquiries, reporting and remittance processes to the respective States.
- Escheat process including researching, monitoring, reporting, and remittance of unclaimed property to their respective States. Activating dormant and escheat suspect accounts.
- Minimum 3 years of experience in Operations analysis, Tax Analysis or related roles
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at City National Bank
Financl Oprtns Srvcs Anlyst - Ldrship Excellence Anlyst Program
Los Angeles, USA
EntryFull-time
Discovered 1 weeks agoView →
Intern
New York City, USA
Discovered TodayInternship
Senior Product Manager - Wealth Management
Charlotte, USA
Discovered TodayFull-time
Intern
Los Angeles, USA
Discovered 1 weeks agoInternship, Full Time
Information Reporting Specialist
Jacksonville, USA
Discovered 1 weeks agoFull-time
Financl Oprtns Srvcs Anlyst - Ldrship Excellence Anlyst Program
Los Angeles, USA
Discovered 1 weeks agoFull-time
Private Banker
Montecito, USA
Discovered 1 weeks agoFull-time
Private Banker
San Francisco, USA
Discovered 1 weeks agoFull-time
Relationship Manager Sr_RBC
, USA
Discovered 1 weeks agoFull-time