Tax Reporting and Unclaimed Funds SpecialistKeyBank • Buffalo, New York, United States
Tax Reporting and Unclaimed Funds Specialist
KeyBank • Buffalo, New York, United States
[job_card.1_day_ago]
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- [job_card.full_time]
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[job_card.job_description]High School Diploma / equivalent required. Minimum 1 year in an operations role with demonstrated compliance and regulations experience required. Proven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferred. Excellent oral, written, and interpersonal skills - Listen to others, speaks effectively, uses diplomacy and tact, can quickly find common ground, and solve problems. Demonstrate attention to detail, organizational skills while managing multiple tasks. Digital literacy in Office365, including Word and Excel. Proven ability to use various computer-based systems, balancing experience, and understanding of compliance risks. Ability to learn detailed processes quickly and function independently with limited supervision. Proven ability and commitment to high performance by modeling KeyCorp Values and demonstrating the Key Difference Standards in every internal and external interaction. Knowledgeable in deposit products and regulations. Strong research skills and proven problem resolution skills.
Location : This role is Hybrid, requiring a minimum of 2 scheduled days in-office each week in our Ridge Lea, Amherst NY location.
Hours : Monday-Friday from 8 : 00am-5 : 00pm
To apply directly, please visit : https : / / keybank.wd5.myworkdayjobs.com / External_Career_Site / job / Amherst-NY / Lead-Specialist Tax-Reporting-and-Unclaimed-Funds_R-36625
Overview :
The Tax Reporting / Unclaimed Funds Operations team is responsible for enterprise-wide Tax Reporting and Unclaimed Funds governance and related operational processes.
Essential Job Functions :
- Construct appropriate and professional communications as necessary. Research / respond to email requests and phone inquiries from clients, branches and other internal departments.
- Assist with Quest and Sub product changes-client inquiries.
- Assist with IRA / Health Savings Account transaction discrepancy report review / resolution.
- Assist Retirement Reporting System daily balancing.
- Contribute ideas for process and service improvement opportunities; champion and support improvement initiatives.
- Independently perform diverse functional tasks with minimal supervision and a high level of adaptability.
- Active participant on project teams; complete smaller scope projects independently.
- Assist in creating / updating current procedures as changes occur in the process.
- Meet performance objectives for accuracy and timeliness in completing actions.
- Successfully prioritize workload of various types of activities with completion date requirements.
Minimum Requirements :
About KeyBank :
Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.
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