Information Reporting Specialist - Remote in AZ, CA, CO, ID, NV, TX, or hybrid in UT
Zions Bancorporation
Application
Details
Posted: 12-May-23
Location: Midvale, Utah
Salary: Open
Internal Number: 10280_061108
Zions Bancorporation is transforming what it means to work for a financial institution. We operate in a fast-paced, information-driven environment, which means we need people who bring diverse experiences, perspectives, and expertise to meet ever-changing demands. Your ability to adapt, learn innovate and collaborate with a dynamic team helps us provide exceptional service to our customers and communities.
ETO is committed to helping our employees grow, develop and advance in their career. Our Workforce of the Future, DEI and UpSkilling initiatives allow you to network across the organization, volunteer in our community, and build your technical and soft skills. We believe that investing in your success and well-being is an investment in our customers and our business.
Together we are building a culture that values diversity, celebrates growth and creates a space of belonging for all our team members. Our people are what set us apart and make us great.
Zions Bancorporation is currently accepting applications for an Information Reporting Specialist to workremotely in AZ, CA, CO, ID, NV, or TX. If you live in Utah, you will be required to come into the office at least 1 day a week. The schedule will be Monday-Friday 9:30 am-6:00 pm MST.
The ideal candidate for this position will have the skills and experience necessary to:
Be responsible to perform IRS information reporting and applicable state reporting for the corporation, which includes year end 1099, 1098,1042, 5498, 945, W-8BEN non-resident alien certifications and recertification process, IRS B-notices and C-notices.
Process regular federal and state backup withholding payments and applicable reporting to the IRS.
Process, update, and reactivate customer account information related to Unclaimed Property (Dormant / Escheated accounts).
Validate completeness and accuracy of all documents received.
Identify errors and make corrections in the system.
Ensure compliance of federal and state back-up withholding requirements, as well as, applicable state laws governing unclaimed property.
Ensure notices are printed and mailed at appropriate times.
Review monthly reports for address and other required changes.
Maintain files of required forms.
Assist employees and department with compliance concerns.
Perform other duties as assigned.
Qualifications:
Requires a High School degree or equivalent and 1+ years of banking or bank operations experience.
Associates degree in finance or business preferred.
Information reporting experience desired.
Working knowledge of banking, bank operations processes and procedures and information reporting systems.
Basic knowledge of compliance and regulatory issues related to the department and/or company.
Must have good problem solving, analysis, customer service and communication skills, both verbal and written.
Ability to ensure records are accurate and updated.
Broad application of principles, theories, and concepts in applicable discipline.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, 15 days Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
Pay range (depending on experience and location): $19.00-$22.00
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.