Bank Operations-Information Reporting Analyst - In-office in Atlanta, Chicago, Pittsburgh, LA, Seattle, Denver, Boise, or SLC

Company Overview

Zions Bancorporation is transforming what it means to work for a financial institution. We operate in a fast-paced, information-driven environment, which means we need people who bring diverse experiences, perspectives, and expertise to meet ever-changing demands. Your ability to adapt, learn, innovate, and collaborate with a dynamic team helps us provide exceptional service to our customers and communities.

ETO is committed to helping our employees grow, develop, and advance in their careers. Our Workforce of the Future and UpSkilling initiatives allow you to network across the organization, volunteer in our community, and build your technical and soft skills. We believe that investing in your success and well-being is an investment in our customers and our business.

Together we are building a culture that values diversity, celebrates growth, and creates a space of belonging for all our team members. Our people are what set us apart and make us great.

Job Title

We are currently accepting applications for a Banking Operations - Information Reporting Analyst to work in-office in Atlanta, Chicago, Pittsburgh, LA, Seattle, Denver, Boise, or SLC.

Responsibilities

• Review, analyze, and evaluate information reporting data, processes, and procedures to ensure reports are filed correctly and in compliance with all regulations.
• Understand and ensure compliance with IRS reporting regulations regarding Forms 1099-B (Gains and Losses), 1099-DIV (Dividends), 1099-INT (Interest), 1098 (Mortgage Interest), 1099-DA (Digital Asset), and 1042-S (Foreign Person's US Source Income).
• Ensure compliance with federal and state withholding requirements.
• Perform validation of customer-provided IRS Forms W-9 and W-8 and take appropriate tax withholding and reporting actions, including responding to IRS B-notices and C-notices.
• Ensure federal and state withholding payments and applicable reporting to the IRS are completed timely and correctly.
• Produce and ensure timely completion of IRS information reporting files, including year-end 1099s, 1042-S, 8038-CP, and 1097-BTC filings.
• Conduct regular tax data reviews to identify errors, perform corrections in the system, and provide professional results to oversight parties.
• Analyze and interpret data to identify trends and patterns, making recommendations for process changes and training needed for business lines.
• Act as a subject matter expert and liaison with various departments, management, and staff to resolve problems and improve processes and procedures.
• Provide regular training for employees on various tax information reporting topics and assist with compliance concerns.
• Keep abreast of and communicate changes in regulations to the appropriate audience.
• Perform other duties as assigned.

Qualifications

• Requires: a bachelor's degree in business, finance, or a related field and 1+ years of experience in banking operations, tax law, information reporting, or other directly related experience.
• A combination of education and experience: may meet requirements.
• Considerable understanding: of IRS Forms W-9 and W-8.
• Familiarity: with applicable IRS and state withholding requirements.
• Familiarity: with various types of asset sales transactions, dividend payment arrangements, digital assets, and interest-earning accounts.
• Working knowledge: of banking operations, tax law, and regulatory oversight programs.
• Experience: in the analysis of business processes and workflows and/or process improvement recommendations.
• Strong analytical skills: audit, research, and problem-solving skills.
• Experience: with information reporting technology solutions and technical capabilities.
• Excellent communication skills: both verbal and written, with the ability to work effectively with various business lines, staff, and management.
• Must be a self-starter: who can work independently and meet deadlines.
• Good computer skills: including Word, Excel, etc.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year; employees are eligible for the program upon hire.
• Employee Ambassador preferred banking products

Pay Range

Pay Range: $70,000 - $80,000 (depending on experience and location)

Skills

• Analysis Skills
• Banking Operations
• Banking Services
• Business Analysis
• Communication Skills
• Computer Skills
• Customer Support/Service
• Data Analysis
• Dental Insurance
• Diversity
• Finance
• IRS (Internal Revenue Service)
• Information Technology & Information Systems
• Legal Reports
• Maintain Compliance
• Microsoft Excel
• Microsoft Word
• Mortgage
• People Management
• Presentation/Verbal Skills
• Problem Solving Skills
• Procedure Development
• Process Analysis
• Process Improvement
• Regulations
• Regulatory Compliance
• Regulatory Reports
• Sales
• Staff Training
• Tax Regulations
• Tax Reporting
• Time Management
• Training/Teaching
• Trend Analysis
• Tuition Reimbursement
• Vision Plan
• Writing Skills

Company Name

California Bank & Trust