Job Family: Finance

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

Job Function: Controllership & Tax

The Controllership function is responsible for the operations and controls surrounding accounting, tax and financial reporting of the institution. This function’s responsibilities demonstrates expertise in processing transactions, recording accounting entries, managing the general ledger and reconciliations, and interpreting and complying with technical accounting matters and financial reporting disclosure requirements. Through the Controllership function, stakeholders receive relevant insight and commentary on transaction-level and financial results for analysis and decision making. The Tax function prepares income tax returns and indirect tax filings. Provides research and advice on tax-related matters.

Summary of Responsibilities:

The Associate, Tax implements solutions and influences others regarding taxation policies, best practices and procedures for implementation within the Tax Reporting function.

Essential Functions:

  • Influences others to improve the tax reporting or process administration within the Tax Reporting department.
  • Implements solutions to existing problems within the Tax Reporting department.
  • Recommends best practices in taxation reporting policies and processes to business lines as needed.
  • Provides well-analyzed and defined recommendations on process improvements to the tax department.
  • Ensures adequate controls, reporting, and documentation is maintained for supported applications.
  • Advises and delivers informational tax training to stakeholders as needed.
  • Informs others on the best practices to support information loads, validations, and reporting.
  • Builds and manages client relationships across a network of existing and future clients.
  • Provides mentoring and coaching to junior level staff as needed.

Other Functions:

  • Acts as a subject matter expert (SME) while providing leadership, guidance, and mentorship to other team members.
  • Other duties as assigned.


  • Education –
    • Bachelor’s Degree: Finance, Accounting, Business Administration or equivalent field
    • Master’s Degree: Taxation
  • Experience –
    • 5-9 years Banking/Financial Services or related field
  • Skills & Abilities –
    • Advanced knowledge of taxation required.
    • Proficient tax reporting and database skills.
    • Proficient in MS Office, MS Excel, MS Outlook
    • Ability to multi-task and adhere to deadlines.
    • Ability to adapt to rapidly changing business environment.
    • Ability to adjust to new developments/changing circumstances.
    • Ability to influence others.
    • Ability to lead and coach junior level professionals.
    • Ability to interact with all levels of employees, including senior level management.
    • Ability to leverage technology to improve and automate business tasks.
    • Ability to maintain and report on confidential information in an appropriate manner.
    • Strong Project Management skills.
    • Excellent written and verbal communication skills.
    • Demonstrated proficiency in taxation consultancy, or ability to perform at proficient level of competence.
    • Strong attention to details and can analyze information quickly.
  • Licenses & Certifications –
    • CPA – Certified Public Accountant


  • Collaboration – Relationship Management:
    • Proficient – Applying and Executing
      • Knows who to reach out to inside and outside of one’s team to get work done
      • Takes action to enhance working relationships needed to achieve seamless work flow 
  • Execution – Accountability:
    • Proficient – Applying and Executing
      • Follows through to meet commitments to others
      • Takes responsibility for achieving strong results, despite balancing multiple complex demands 
  • Influence – Information Sharing:
    • Proficient – Applying and Executing
      • Uses information and data effectively to support a position and present a rational case 
  • Change Orientation – Support for Change:
    • Proficient – Applying and Executing
      • Understands rationale for change and adjusts schedules and tasks to make things work
      • Anticipates and plans for changes in work schedules and assignments 
  • Problem Solving – Resourcefulness:
    • Proficient – Applying and Executing
      • Builds and maintains one’s network of contacts and resources and knows who to involve in problem resolution 
  • Customer Focus – Customer Understanding:
    • Proficient – Applying and Executing
      • Probes in-depth to understand the customer’s business needs
      • Explores and understands the customer’s alternatives and decision criteria 
  • Risk Management – Continuous Process Improvement:
    • Proficient – Applying and Executing
      • Proactively works to streamline processes and identify and eliminate redundancies
      • Contributes to the implementation of new methods, policies, processes, procedures, or techniques
      • Independently performs monitoring and testing of processes 
  • Risk Business Acumen – Industry Acumen:
    • Proficient – Applying and Executing
      • Stays current with industry and regulatory trends and emerging risk issues
      • Has good understanding of current market and competitive landscape that the organization operates within 

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.