Tailored Management
Financial Analyst (Level I) - Remote
Phoenix, AZ
Tailored Management is a global staffing firm that specializes in partnering with large organizations to provide contingent labor solutions in a VMS/MSP environment.
Job Description
Financial Analyst (Level I)
Posted: Friday, 8/8/2025
- Start Date will be 9/22/25
- Schedule: Training: 2 weeks onsite 7:30-4 ; Regular schedule: hybrid (Mon-Wed onsite, Th-F home) 8:30-5
- Location: 1825 E BUCKEYE RD Phoenix AZ - AZ9-501-02-07
3 positions
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 Microsoft 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
- Schedule: Training: 2 weeks onsite 7:30-4 ; Regular schedule: hybrid (Mon-Wed onsite, Th-F home) 8:30-5
- Location: 1825 E BUCKEYE RD Phoenix AZ - AZ9-501-02-07
3 positions
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 Microsoft 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
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