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Tax Analyst - CCB Mortgage

Job Description



The Tax job family supports all tax-related functions including reporting, payments, reconcilement, compliance adherence and other support.


As a Tax Analyst-502 you will:

▪ Serving as SME for internal processing team
▪ Performing required analysis
▪ Assesses impact of market and other changes and develops/communicates required procedural changes to internal teams
▪ Maintaining data related to tax agreements
▪ Responsible for required reporting /filing
▪ Performing required reconciliation
▪ May be responsible for supervising staff


Position Description

The Year End Analyst is responsible for implementing and monitoring process controls, data integrity checks and managing departmental goals and objectives. The position assists the department manager identify process gaps related to year-end reporting, SSN/TIN certification, backup withholding and legal and tax compliance issues and install related controls. The position will serve as the point of contact to the other business areas during the year end project ensuring all deliverables, testing and reporting are done on time and correctly. The position will also assist management track deliverables assigned to the Year End Analysts and seasonal contractors ensuring timely and accurate completion. Additional responsibilities include:
  • Quarterly review of department procedures.
  • Monitor and complete departmental reporting to ensure service levels and quality standards are met.
  • Perform ancillary year end reporting related activities including TIN maintenance, loan suppressions, inbound and outbound transfer validations and other projects as assigned
  • Participate in enterprise projects from a SME perspective including requirements gathering, testing and project implementation.
  • Deliver productivity and process improvements related to year end reporting. Facilitate deliverables with business areas and LOBs.
  • Monitor tax form production including form validation and reconciliation.
  • Provide oversight of year end reporting areas and mitigate reporting errors.
  • Creating and delivering current state daily, weekly and monthly reporting using MS Access and MS Excel.


Skills required are intermediate:

▪ Issue resolution                              
▪ Organization skills                              
▪ Attention to detail                         
▪ Oral & written communication   


Knowledge required is intermediate:

▪ LOB knowledge                             
▪ Business processes and procedures                                                
▪ Product knowledge                                     
▪ Industry knowledge
▪ On-going self-study of tax resources to remain up-to-date with changing tax laws and current issues regarding Regulated Investment Companies and financial instruments  



  • Three years experience with Mortgage Servicing.
  • Previous leadership or Lead experience preferred.
  • Strong Knowledge of MSP and VLS is required.
  • Proficient MS Word and MS Excel skills are required.
  • Experience with MS Project and Access is preferred.
  • Experience with TOAD for Oracle preferred.
  • A familiarity with IRS and banking regulations and policies is preferred.
  • Experience with CCW application.
  • Experience with iVault and STAR applications.
  • A strong knowledge of the Chase Project Methodology.
  • Participation in multiple projects required, either as a participant or team lead.
  •  A high degree of analytical ability and problem solving skills.
  • Experience with ALM testing application is preferred.
  • Strong verbal and written communication skills with an ability to develop an effective communication management plan around projects .
  • Ability to track and execute multiple tasks simultaneously.
  • Ability to work independently and accurately while meeting deadlines.
  • Ability to coordinate the activities of other areas for department deliverables accurately and on time.
  • Ability to effectively utilize technology to resolve issues and increase productivity.
  • Ability to research compliance issues and develop policies and procedures based on findings.
Req #: 160033325
Location: Columbus, OH US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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