Tax Specialist

Tax Specialist

The Tax Specialist is responsible for supporting the preparation, processing, and remittance of taxes for the bank and Columbia Private Trust. This role assists with tax filing activities, coordinates with internal and external stakeholders, and supports responses to inquiries from federal, state, and local tax authorities. Additional responsibilities include assisting with Form 990-T preparation and supporting the escheatment process. As a divisional role focused on operational tax functions, this position requires working knowledge of department processes, attention to detail, and the ability to ensure timely and accurate completion of assigned tax-related activities.

Supports an assigned account load by preparing and processing tax-related transactions, reviewing trust documents, and assisting with Forms 1099, 5498, and 990-T activities.

Assists with verification of daily federal and state withholding and supports quarterly and annual tax filing activities.

Researches and assists in resolving departmental reconciliation items or breaks identified by Treasury or Finance.

Reviews outsourced tax vendor reporting and related work product for accuracy and supports issue resolution in coordination with vendors and internal partners.

Identifies potential tax reporting or compliance issues and escalates matters as appropriate to the Supervisor, Tax Director, or other designated partners.

Researches routine to moderately complex tax-related questions using established procedures, department resources, and guidance from leadership.

Communicates with the Internal Revenue Service, state tax jurisdictions, local taxing agencies, and other parties to support resolution of assigned tax matters.

Documents research, findings, and resolution steps for assigned issues and escalates complex matters with relevant information and supporting details.

Responds to routine inquiries from audit, examiners, tax authorities, and internal partners with support from the Supervisor or Tax Director as needed.

Follows established procedures and quality controls, and provides input on process improvements or control enhancements when issues are identified.

Assists with coordination of external tax professional support for preparation and filing of CPT-related federal and state returns, including Forms 990-T.

Assists with escheatment activities, including due diligence letter preparation and coordination of cash and asset escheatment to applicable states.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate.

Embraces our vision to become "Business Bank of Choice"

May perform other duties as assigned.

The pay range for this role is $25.23 - $33.64.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

1801 California Street Suite 800 Denver CO 80202

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.