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Unclaimed Property and Tax Process Spec Sr

Company

EverBank

Location

Islandia, United States

Type

Full-time

**Unclaimed Property and Tax Process Spec Sr**
The Senior Reconciliations and Monitoring Specialist is responsible for is responsible for accurate processing of 1099 corrections and the administration of Nonresident Alien (NRA) and Resident Alien (RA) accounts. This role ensures compliance with IRS regulations, supports regulatory reporting accuracy, and partners with internal teams to resolve tax-related issues. The position requires strong attention to detail, knowledge of U.S. tax reporting requirements, and the ability to manage sensitive financial data. Additionally, completes reconciliation and approval of unclaimed property general ledger and settlement accounts, manages dormant accounts for compliance with unclaimed property laws, and supports the retention and reactivation of client accounts. Additionally, the role involves handling IRS B Notice processes, managing state and federal withholding payments for IRA withdrawal while mentoring teammates, and overseeing peer work....

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