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DESCRIPTION
FDIC Remediation
RESPONSIBILITIES
• Analyze, review, and validate moderate to complex tax data (W9, W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI, CRS & CRA forms).
• Accurately process data for customer’s tax profiles on various client systems including account level systems.
• Verify that modifications in data are fed to various systems.
• Update tracking mechanisms to ensure data capture.
• Learn and use multiple, complex databases and systems in a relatively short timeframe.
• Perform User Acceptance Testing in systems as needed.
QUALIFICATIONS
Must Have
· 3-6 years of experience in Data Analysis (Tax Accounting/Tax Reporting a big PLUS)
· Hands-on experience w/ Data Entry, User Acceptance Testing (UAT), Microsoft Desktop applications, SQL/data queries
o Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Analysis
· Skills w/ automation tools such as Tableau, Alteryx, UI Path or any LLM tools like Chat GPT
· College degree or relevant work experience
Soft Skills:
· Problem solving & analytical thinking
· Strong client focus and relationship-building skills across lines of business and levels
• Demonstrated attention to detail
• Ability to multi-task and meet deadlines in high-pressure environment
• Ability to make independent ‘client-centric’ and judgment decisions
• Recognize and appropriately escalate issues and discrepancies
• Capable of working under pressure and meeting tight deadlines
INTERVIEW PROCESS
Video interview