Tax Operation
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:
• Proficient computer skills including Microsoft Office applications.
• 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.
• Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status.
• Must have strong written and verbal communication skills
• 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:
• Bank operations experience.
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Date Posted
08/08/2025
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