Client Tax Associate I

Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. As a Client Tax Associate on the Tax Reporting team, you will support tax reporting and year-end reporting activities by participating in projects and process improvements. You will draft business requirements, develop test plans and test cases, prepare test data, execute scripts, perform reconciliations, and partner closely with Technology to resolve defects. You will also draft job aids for new or updated processes, monitor process controls and data integrity checks, and serve as a tax reporting subject matter expert (SME) to troubleshoot issues and raise data quality concerns for resolution.

Job responsibilities

• Participate in project and process-improvement initiatives by drafting business requirements, developing test plans and test cases, preparing test data, executing scripts, and supporting implementation activities
• Monitor tax form production, including validation, reconciliation, and investigation of exceptions
• Perform year-end reporting activities, including resolving tax control report exceptions, supporting tax file preparation, tracking deliverables, and completing other assigned reporting-related projects
• Conduct issue analysis, document findings, and develop/coordinate solutions to remediate defects and process gaps
• Partner with Technology and cross-functional stakeholders to triage defects, support root-cause analysis, and drive timely resolution
• Implement and monitor process controls and data integrity checks; escalate data quality issues with clear documentation and recommended next steps
• Draft and maintain job aids and procedural documentation for new processes and updates to existing procedures
• Create and deliver daily, weekly, and monthly reporting and status updates using Excel, PowerPoint, and Tableau

Required qualifications, capabilities, and skills

• Minimum 3 years of experience in the consumer financial services industry
• Experience participating in process improvement and/or project initiatives, including drafting business requirements and writing test scripts
• Understanding testing methodology with the ability to proactively enforce testing requirements and documentation standards
• Proficiency with Microsoft Excel, Project, Access, and Word
• Strong analytical and problem-solving skills, including the ability to interpret data and assess impact on business operations
• Strong verbal and written communication skills
• Ability to manage multiple tasks simultaneously with strong attention to detail and follow-through

Preferred qualifications, capabilities, and skills

• Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations
• Experience partnering with Technology to resolve defects; familiarity with JIRA and basic SQL/code concepts
• Experience with AI tools such as Alteryx, UiPath, or Tableau
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes