Information Reporting Temp Support Job Description
OVERVIEW: This position is an information reporting and tax compliance role requiring a detailed understanding of Thomson Reuters OneSource web based application for 1099 information reporting. The position requires a team player who is highly organized, responsive, and flexible, with the ability to handle multiple projects. The position will provide Information Reporting compliance support to a variety of traditional banking products such as credit cards, deposits and IRAs. This role will be an integral member of the Tax COE team, and the primary interface for managing the loading and execution of all data files into OneSource.
Responsibilities will include, but are not limited to PRIMARY RESONSIBILITES Loading of multiple Excel & Text files into Thomson Reuters OneSource application Reconciliation that all files loaded correctly along with reviews of sample PDF forms to verify data is properly mapping over Interface with Thomson Reuters Client Engagement team to resolve any issues and execute specific tasks Reconcile all forms are mailed to customer on time, and are filed on time with the IRS and States Create the necessary documents to support future audits as proof that all records provided the Tax COE successfully completed their required tasks Assist in the process for correcting forms; includes system updates, printing, mailing and filing of forms Create procedural documents and job aids related to the interface with OneSource SECONDARY RESPONSIBILITIES Review and validate tax forms to ensure the Bank policies and procedures are upheld Perform reconciliation of Tax Forms and Tax withholding Coordinate filings such as Forms 1099 and 945
Knowledge and Skill Requirements Detailed understanding and prior hands on experience with Thomson Reuters OneSource application required; OneSources module specific to 1099 and 5498 reporting Minimum of 3 years of information reporting and tax operations experience Strong working knowledge of MS Excel required; MS Access desired Knowledge of information returns; specifically, Forms 1099-INT, 1099-C; 1099-MISC, 1099-K, 5498 Familiarity with IRS B-Notices and penalty notices Familiarity with W-8/W-9 rules for U.S. withholding agents (including FATCA) Attention to detail Ability to work independently as well as within a team structure Ability to deal with all levels of personnel in a courteous and efficient manner Well-developed written, verbal, communication and interpersonal skills Strong organizational and analytical skills and ability to multi-task Strong work ethic
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.