Tax Operation
Tailored Management
β’
Phoenix, AZ
Company
Tailored Management
Location
Phoenix, AZ
Type
Full Time
Job Description
Job Title: Tax Operation
Location: 1825 E BUCKEYE RD Phoenix AZ - 85034
Start Date: 9/22/25
Pay Rate: $24.43/hr
Interview:- In Person, Video Interview
Contract Duration:6-month initial contract with the possibility of extension or full-time conversion based on performance, attendance, and business needs
Benefits:Health, Vision, and Dental coverage available
Schedule: Training:2 weeks onsite 7:30-4 ; Regular schedule: hybrid (Mon-Wed onsite, Th-F home) 8:30-5
Position Summary:
This role is in Consumer Tax Operations. Responsibilities include reviewing and validating IRS Form W-8 (Certificate of Foreign Status), IRS For W-9 (Request for Taxpayer Identification Number) and Signature Cards for interest bearing consumer deposit accounts. Will do mailings to customers for missing or expired Form W8/W9. Will support team process functions. All job functions require adherence to IRS and bank guidelines.
Required Skills & Qualifications:
β’ Proficient computer skills including Microsoft Office applications.
β’ Must be detailed oriented, an independent thinker and able to handle multiple functions concurrently while following related regulations and procedures to effectively deliver optimal performance and accuracy within deadlines.
β’ Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status.
β’ Must have strong written and verbal communication skills
β’ Must be able to accommodate an 8-hour work schedule between 8 am to 5 am M-F and work overtime during high volume tax season which may include weekends.Desired Skills:
β’ Bank operations experience.
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Date Posted
08/08/2025
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