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Financial Analyst

Contract to Hire: Phoenix, Arizona, US

Salary Range: 20.00 - 23.00 | Per Hour

Job Code: 366777

End Date: 2026-02-08

Days Left: 3 days, 21 hours left

Position Details:
Job Title: Financial Analyst
Client: Finance & Banking
Job Type: 06-Months Contract + Possible Extension
 
Location: Phoenix, AZ 85034 Hybrid
Pay Range: $20/hr - $23/hr
 
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)
 
Job Description:
This role is in Consumer Tax Operations. Responsibilities include reviewing and validating IRS Form W-8 (Certificate of Foreign Status), IRS For W-9 (Request for Taxpayer Identification Number) and Signature Cards for interest bearing consumer deposit accounts. Will do mailings to customers for missing or expired Form W8/W9. Will support team process functions. All job functions require adherence to IRS and bank guidelines.
 
Required Skills:
  • Proficient computer skills including MS Office applications
  • Must be detailed oriented, an independent thinker and able to handle multiple functions concurrently while following related regulations and procedures to effectively deliver optimal performance and accuracy within deadlines.
  • Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status.
  • Must have strong written and verbal communication skills
  • Must be able to accommodate an 8-hour work schedule between 8 am to 5 am M-F and work overtime during high volume tax season which may include weekends.
 
Desired Skills:
  • Bank operations experience.
 
Job Requirement
  • Accounting
  • Tax
  • Documentation
  • Tax Documentation
  • Consumer Tax
Reach Out to a Recruiter
  • Recruiter
  • Email
  • Phone
  • Rohit Roashan
  • rohit.roashan@collabera.com
Apply Now
Apply Now
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