Banking Tax Specialist
Insight Global (United States)
Job Description Insight Global is seeking a Banking Tax Specialist to support banking operations with a primary focus on tax processing, regulatory compliance, and unclaimed property. Key Responsibilities Manage tax reporting, withholding, FATCA, Form W-8, B Notices, TIN compliance, tax corrections, and IRS filing support.Support unclaimed property processes, including dormant accounts, owner outreach, account reactivation/closure, reconciliations, state reporting, and remittance.Monitor regulatory deadlines, reconciliations, controls, and audit documentation.Identify and elevate tax, compliance, or operational issues.Partner with Tax, Risk, Audit, vendors, and internal teams to ensure accurate and timely processing.Improve procedures and maintain documentation to support efficiency, compliance, and knowledge transfer. Skills and Requirements 2+ years of tax processing experienceBachelors DegreeExperience in a regulated environmentProcessing Form W-8, B Notices, TIN compliance, tax corrections, and IRS filing supportBanking experienceFATCA We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to View email address on click.appcast.io. #J-18808-Ljbffr Insight Global (United States)
- ...service provider is looking for an Error Resolution Specialist in Phoenix, AZ. This role involves reviewing and resolving tax-related errors, requiring strong analytical... ...be proficient in Google Suite and understand banking transactions. The position starts onsite and becomes...SuggestedRemote jobLocal area
$43.89k - $69k
...Activity Reports (SARs) in compliance with regulatory requirements and clients’ internal policies.* Strong knowledge of financial or banking industries and related regulations and laws.* Strong written and oral communication skills with the ability to produce narrative or...SuggestedOngoing contractFull timeH1bLocal areaRemote workWork from homeVisa sponsorshipMonday to Friday- Insight Global is seeking a Banking Tax Specialist to support banking operations with a primary focus on tax processing, regulatory compliance, and unclaimed property. You will manage tax reporting and IRS filing support, staying ahead of deadlines and ensuring accuracy...Suggested
- ...dealership group reconciliations, month-end close, expense review, tax and regulatory filings, and audit support while partnering... ...Key Responsibilities Reconciliations & Account Integrity Bank reconciliations own and review daily and monthly bank reconciliations...SuggestedFull timeWork at officeLocal areaFlexible hours
- ...BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. is a bank holding company with over $34 billion in assets and the parent company... ..., vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax...SuggestedWork at officeLocal areaImmediate startFlexible hours
- ...researching best practices, and providing recommendations to improve county treasurer operations, which manage public funds similar to banking institutions. Key qualifications: Bachelor's degree in finance, economics, business, business management, or related field Strong...
$89.25k - $150.25k
...backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit...Worldwide$60k - $63k
...attention to detail,proficiencywith computer software, and excellent communication for interviewing personnel. Prior experience with banking institutions, internal audit functions, or county treasurer operations (preferred). Must have valid Arizona driver's license....Temporary workCasual workWork at officeLocal areaRemote workFlexible hours$112.5k - $134.17k
...years of auditing experience, including public accounting or internal audit in financial services, payments, or technologyKnowledge of banking requirements and their applicability to IT controls and complianceStrong understanding of audit principles, risk assessment, audit...Flexible hours- ...This is a highly visible hands-on leadership opportunity for a tax professional with strong partnership taxation expertise and exposure... ...treasury operations cash positioning liquidity monitoring and banking administration. Coordinate wire transfers bank account...Full timeTemporary workImmediate start
- ...cash transactions across multiple property entities. Monitor banking activity and verify deposits, electronic payments, and incoming... ...payment requests when necessary. File and remit applicable sales tax payments. Complete monthly bank reconciliations and...Full timeWork at office
$46.99k - $102k
...review (CER's) and financial statement reporting, balance sheet reconciliation and journal entries by utilizing Excel, QuickBase, banking information and the Great Plains Accounting System. Complete weekly Research related to provider invoices for grant funding and work...Hourly payFull timeContract workTemporary workWork at officeLocal area$64k - $68k
...assigned projects. This position also ensures compliance with SOX, all policies, procedures, as well as all applicable state and federal banking regulations. Job Title Senior Accountant Location CityScape What You\'ll Do The position of Senior Accountant is responsible for...- ...in assets and liabilities are recorded monthly.* Process various banking transactions, including wire and account transfers, deposits,... ...accounts payable.* Support the preparation of year-end audits and tax filings.* Deliver accurate monthly financial reports within set...Remote jobTemporary workImmediate start
- Bryten Corporate is seeking a Property Accountant for a remote role. You will manage third-party accounts, process banking transactions, and perform monthly closings in adherence to GAAP. You’ll support budgeting and audits while ensuring timely financial reporting across...Remote job
- ...bookkeeping, data entry, accounts payable/receivable and simple bank reconciliations. Accountant II: 2 to 5 years of progressive professional... ...financial statements, managing internal audit compliance, tax filings and/or system implementations. Other Skills and Abilities...Local areaRemote workTrial periodFlexible hoursShift work
$89.25k - $150.25k
...backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit...Work at officeWorldwide$103.75k - $174.75k
...backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit...Work at officeWorldwide$60k - $72.5k
...progression. Here is the type of work you will do: Reconcile banking transactions and prepare journal entries in accordance with US... ...Prepare and obtain documents for annual audit and tax process Handles special projects and other duties as assigned...Full timeTemporary workWork experience placementInternshipWork at officeWork from home$55k - $60k
...prepaid, and accrued accounts. Record financial transactions through accurate journal entries and account adjustments. Review banking activity and payment data to verify deposits and identify unusual transactions. Provide accounting support across multiple...Contract workMonday to Friday- ...Chief Risk Officer (CRO) About the Company State-chartered digital asset bank bridging fiat and crypto for institutional clients Industry Banking Type Subsidiary of a Public Company About the Role The Company is seeking a Chief Risk Officer to build...
$65k - $75k
Position Summary The Tax Specialist III is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual... ...to learn more about Busey's Equal Opportunity Employment. Application Deadline: October 14th 2026 #J-18808-Ljbffr Busey BankTemporary workWork at officeLocal areaFlexible hours$65k - $75k
Busey Bank in Phoenix, AZ is seeking a Tax Specialist III to coordinate tax reporting for fiduciary accounts and prepare trust, gift, and individual returns. You will mentor junior staff and collaborate with Wealth Advisors and the Tax Team during tax season. Requires a...Work at office$103.75k - $174.75k
...backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit...Worldwide$55k - $70k
...cafeteria, and other facilities onsite. Summary The Treasury Operations Department is responsible for maintaining relationships with banking institutions, overseeing daily cash activity, review of daily banking activity, Treasury accounting and performing monthly account...Daily paidWork at office$5,250 per month
...own daily treasury admin & operations, and own relationships with banking partners. The Sr. Manager will play a key role in executing... ...markets, and accounting teams on Intercompany loans, profit sharing, tax treatments, and other complicated transactions. Bring past...Remote workWork from home- ...Vice President, Treasury Management Solutions Officer About the Company Established banking institution providing personalized services to the local community Industry Banking Type Privately Held Founded 1899 Employees 201-500 Categories...Local area
- A financial services company in Phoenix, Arizona is seeking a Treasury Staff Accountant to handle daily cash activity, maintain banking relationships, and support Treasury Operations. The ideal candidate will have a degree in Accounting or Finance and 1-2 years of relevant...
- ...schedule. Responsibilities: Assisting clients with their monthly banking and payroll reconciliations. Inputting and analyzing accounts... ...expenses. Prepare and review financial statements. Prepare payroll tax reports on a quarterly and annual basis Prepare monthly sales...Full timeWork experience placementLocal areaImmediate startRemote workWork from home
$80k - $120k
...requests. Participate in working groups to support the Internal Audit strategic vision and priorities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework...Local areaRemote workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Tax Specialist. Be the first to apply!
- senior tax associate Phoenix, AZ
- accountant tax preparer Phoenix, AZ
- income tax preparer Phoenix, AZ
- seasonal tax preparer Phoenix, AZ
- corporate tax accountant Phoenix, AZ
- tax specialist Phoenix, AZ
- tax preparers Phoenix, AZ
- entry level tax associate Phoenix, AZ
- tax accountant Phoenix, AZ
- tax examiner Phoenix, AZ




