Portfolio Careers

The Mom Project is excited to partner with our client, a financial technology leader and bank holding company, who is seeking a Tax Operations Analyst to join their team on a contract basis!

Job Summary

The Tax Operations Analyst plays a key role in supporting the organization's 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.
  
  

Hours and Location

• Monday - Friday, 40 hours/week
• Standard PST work schedule
• 100% Remote for candidates based in CA - preference for candidates based in or near San Diego
  
  

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Perks are available through our 3rd-Party Employer of Record (Available upon completion of waiting period for eligible arrangements)

Benefits: Medical, Dental, and 401k (no match)