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GENERAL FUNCTION: Under general supervision, performs a variety of tax return support duties, including processing and tracking thousands of tax returns. Provide customer service to internal and external parties as it relates to tax return related items. Responsibilities may include handling confidential Bancorp information and this information must remain confidential.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
What you'd do
- Processing a variety of tax returns, including sales and use tax returns, property tax returns, federal and state income and franchise tax returns, estimates and extensions on a monthly, quarterly and annual basis.
- Submitting payment requests (EFT and check) prepared by other tax professionals to Accounts Payable in a timely manner.
- Verifying that the payment request and check or EFT confirmation agrees to the prepared tax return before mailing the tax return.
- Making copies of the payment request, check or EFT confirmation and tax return and filing according to established Tax Department guidelines.
- Mailing tax returns according to established Tax Department guidelines (i.e., first class mail, certified mail, overnight mail, return receipt, etc.).
- Electronically filing certain tax returns with state and local tax jurisdictions with the assistance of another tax professional.
- Maintaining a Tax Calendar for federal and state income and franchise tax returns, sales and use tax returns, property tax returns and other time sensitive tasks.
- Adding and/or deleting tax returns from the Tax Calendar following established Tax Department guidelines, forms and approvals.
- Identifying tax returns as completed on the Tax Calendar after the tax returns have been mailed to the appropriate tax jurisdiction on a timely basis.
- Rolling over the Tax Calendar on an annual basis with the assistance of another tax professional on a timely basis.
- Starts
- 2026-08-06