Tax Operations Specialist

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!

Location: Phoenix, AZ 85034

Pay Rate: $24.43 hourly, paid weekly

Schedule:

• Monday through Friday, 8:00 AM to 4:30 PM
• First 30 days: 100% onsite, 5 days per week
• After initial training period: 4 days per week onsite
• Hybrid schedule requirement of a minimum of 3 days per week in office

Target

Start Date:

October 5, 2026

Contract Duration: 6 months

This role focuses on reviewing and validating tax documentation, ensuring compliance with IRS regulations and bank policies, and supporting customer outreach efforts related to missing or expired tax forms. The position will also assist with additional tax-related activities as assigned. Mandatory overtime may be required during tax season from January through April.

• Review and validate IRS Forms W-8 and W-9
• Review and validate signature cards for interest-bearing consumer deposit accounts
• Process tax documentation in accordance with IRS requirements and bank procedures
• Send customer communications regarding missing, incomplete, or expired tax forms
• Research and resolve documentation discrepancies
• Maintain compliance with regulatory, operational, and quality standards
• Support consumer banking tax reporting and documentation processes
• Assist with additional tax-related projects and responsibilities as assigned

• Knowledge of IRS Forms W-8 and W-9
• Experience in banking operations, tax operations, compliance, or financial services
• Experience reviewing, processing, or validating tax, banking, financial, compliance, or regulatory documentation
• Strong attention to detail and accuracy
• Ability to interpret and follow IRS regulations, policies, and procedures
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office applications
• Ability to work independently and within a team environment
• Strong analytical and problem-solving skills