Tax Operations Analyst

Green Dot•San Diego, CA

9d•$71,200 - $106,800•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 Requirement 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. Key Responsibilities Develop and manage partnerships with State, IRS, and partner organizations Coordinate transactions between organizations Ensure reporting and data requests are fulfilled 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 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 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. 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.

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
Ability to work in the U.S. without sponsorship
Ability to meet the location requirement outlined above

Nice To Haves

Preferred skills in SQL, MSTR
Experience working in financial services, fintech, or tax-related industries preferred.

Responsibilities

Develop and manage partnerships with State, IRS, and partner organizations
Coordinate transactions between organizations
Ensure reporting and data requests are fulfilled
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 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
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.
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.