Client Tax Manager - Vice President
On-site · Columbus, Ohio, United States
Job Summary
Lead, coach, and develop a team of Analysts; ensure appropriate training, coverage, and performance management. Coordinate administrative responsibilities, staffing, and work distribution to meet deadlines and quality standards. Implement procedures and strategies to meet goals for functional areas with year-end reporting responsibility. Execute internal quality audits and ad hoc validations; evaluate processes, controls, and work products for completeness and accuracy. Analyze audit results and communicate findings through clear written reporting and visual formats. Partner with audited functional areas to address issues, drive corrective actions, and verify sustainable remediation. Monitor IRS reporting requirements and regulatory changes; support implementation and ongoing control updates. Produce and maintain departmental reporting to track service levels, quality standards, and historical performance. Ensure procedures are documented, current, followed consistently, and updated to reflect system or procedural changes. Own the end-to-end lifecycle for Year-End Tax portfolio Exception Reports—from intake and requirements through prioritization, UAT, release coordination, ongoing enhancements, and retirement—serving as the accountable report owner while partnering with technology teams responsible for development and delivery. Ensure exceptions flagged by Exception Reports are reviewed, worked, and resolved by Operations within established SLAs and ahead of the Year-End Tax reporting season, maintaining clean and accurate data to support timely Tax Form delivery.
Required Qualifications
- 5+ years of Mortgage Servicing or Card/Overdraft/Collections experience
- Proven ability to coordinate cross-functional deliverables accurately and on time
- Demonstrated ability to research compliance issues and develop/refresh policies and procedures based on findings
- Strong analytical, problem-solving, investigative, and root-cause analysis skills
- Strong verbal and written communication skills
- Ability to manage and execute multiple priorities simultaneously in a deadline-driven environment
- Strong knowledge of Home Lending or Card/Overdraft/Auto systems
- Proficiency in Microsoft Word and Excel
- Experience coordinating cross-functional year-end deliverables with strict timelines
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