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Tax Advisor

Charlotte, North Carolina

Job Description:

  • Role serving as primary tax advisor on U.S. tax information reporting and withholding matters supporting Consumer & Small Business Banking (CSBB) line of business -- including mortgage, small business lending, commercial real estate lending, dealer financial services, credit products, credit card issuing, and merchant services. Direct experience and solid understanding of U.S. tax rules around tax information reporting and withholding, preferably in financial services, required. Specific experience supporting depository, mortgage, credit card, customer rewards, and payments would be a significant plus.

Responsibilities include:

  • Support bank operations and business line partners with technical tax advisory support for all areas of tax information reporting and withholding, including but not limited to IRC Sections 6041 (Form 1099-MISC), 6050H (Form 1098), 6050P (Form 1099-C), 6050J (Form 1099-A), 6050W (Form 1099-K), 3406 (Form 945), 1441 (Form 1042) and FATCA.
  • Partner with and timely update business lines on recent legal, regulatory and policy changes, and assist in developing tax information reporting and withholding compliance strategy.
  • Support all internal and external tax IRW audits as well as respond to related notices from tax authorities.
  • Assist business lines in responding to IRS CP2100, 972CG, and other information reporting-related notices from tax authorities.
  • Conduct annual review to current tax IRW systems and operational procedures and manuals, and recommend changes and controls to assure current tax compliance.
  • Assist with ad hoc requests and projects as necessary

Successful candidate:

  • Tax reporting audit experience a significant plus
  • Passion for data integrity, able to multi-task and take on additional responsibilities as needed

Required Skills:

  • 5+ years of Information Reporting and Advisory Experience.
  • Bachelor's Degree
  • Passion for data integrity, able to multi-task and take on additional responsibilities as needed

Desired Skills:

  • Law Degree Preferred
  • Tax reporting audit experience a significant plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20019050

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
401 N TRYON ST, NC, Charlotte, 28255