Tax Operations Analyst

Green Dot Corporation•San Diego, CA

11d•Hybrid

About The Position

We’re looking for talented professionals to join us in bringing smart money management and payment solutions to everyone’s fingertips. This position is classified as structured hybrid, with an expectation of a minimum of three (3) days per week working in the office and flexibility to work remotely on the remaining days. On-site expectations may evolve over time to support business needs, with clear communication provided in advance. <<>><<>><<>><<>><<>><<>><<>><<>><<>><<>> JOB DESCRIPTION Location This position is open only to candidates who currently reside in one of the following approved locations: San Diego, CA Job Summary The Professional 3, Tax Operations plays a key role in supporting SBTPG’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.

Requirements

Bachelor’s degree in Business, Finance, or related field; equivalent experience considered.
3+ years of experience in finance, analytics
Strong interpersonal and communication skills, with the ability to influence and collaborate across teams.
Strong organizational and communication skills
Proficiency in Microsoft Office applications

Nice To Haves

Preferred skills in SQL, MSTR
Experience working in financial services, fintech, or tax-related industries preferred.
Ability to work in the U.S. without sponsorship
Ability to meet the location requirement outlined above

Responsibilities

Develop and manage partnerships with State, IRS, and partner organizations
Coordinate transactions between organizations
Ensure reporting and data requests are fulfilled
Create and update reconciliations for multiple products and programs
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
Responsible for being POC with product and development teams when fixing or building new tools and features related to current responsibilities
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.