Tax Operations Analyst

Job Description

The Professional 2, Tax Operations plays a key role in supporting SBTPGs Tax Operations systems. This role is responsible for analyzing, reporting, and executing day-to-day tasks related to disbursement processes, including refund transfers, check issuance, prepaid card loads, and ACH payments.

Key Responsibilities

• Coordinate transactions between organizations
• Ensure reporting and data requests are fulfilled
• Create and update reconciliations for multiple products and programs including:
• Fed ACH Account incoming funds $30+ billion annually
• Internal Bank Transactions totaling $200+ billion annually
• Customer Collections Programs totaling $50+ million annually
• Lending Programs totaling $300+ million annually
• Responsible for reconciling transactions for these programs and researching variations
• Respond to inquiries from internal and external teams in conjunction with current responsibilities
• Research differences and issues related to current responsibilities
• Cross-functional roles with cross training available throughout team
• Maintain compliance with all government and company standards through approved tools, templates, policies, procedures, and process learnings
• Cross-Functional Collaboration: Work closely with internal teams (Product, Marketing, Compliance, Legal, and Operations) to support partner initiatives and resolve issues.

Required Qualifications

• Experience in finance or analytics preferred
• Strong interpersonal and communication skills, with the ability to influence and collaborate across teams.
• Strong organizational and communication skills
• Proficiency in Microsoft Office applications

Preferred Qualifications

• Preferred skills in SQL, MSTR
• Experience working in financial services, fintech, or tax-related industries preferred.

Pay Transparency

The expected pay range for this position is $30.00–$32.00 per hour. Final compensation will be determined based on experience, skills, and qualifications. Non-exempt employees are eligible for overtime. Full-time employees are eligible to select from different benefits packages. Packages may include medical, 401(k) without employer match. Paid Sick leave is provided based on state or local laws.