Information Reporting Specialist

Zions Bancorporation is currently accepting applications for an Information Reporting Specialist located in Salt Lake City, Utah. The schedule will be Monday-Friday 8:30 am-5:00 pm with 1-2 days work from home and 3-4 days in office.

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.
  • Supervise, lead and train lower level specialists.
  • Assist employees and department with compliance concerns.
  • Perfomr 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.
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