Depositor Services Processing & Support Specialist I
Core
Process tax forms (W-8/W-9), interest remittances, and customer information for deposit accounts while serving as a liaison for internal customer service inquiries.
Role type
operational tax processing specialist
Builds
customer tax profiles and compliance reporting
Domain
banking / tax compliance
Required skills
tax form processing, data verification, internal customer contact, quality control assessment, system data analysis, privacy compliance
Preferred skills
banking experience, tax processing experience, ACE/RAFT/Mobius systems knowledge, UAT participation
Technologies
ACE, ECIF, Filenet, RAFT, Mobius, Excel, IRS website
Responsibilities
Process Tax Forms W-8 and W-9, B-Notices, C-Notices, Backup Withholding, Interest Remittance to State/Federal Governments, IOLTA Remittance, ECIF Duplicate Suspect Review, IRS reporting and Year End Reporting; make internal customer contact to obtain or verify information; perform quality control Assessment on customer information and tax Processing workflow; service customer records as required; analyze system data to identify where customer records need to be corrected; participate in UAT and production testing on systems associated with customer information and tax processing.
Seniority
Entry-level, individual contributor