IRS Project Manager - Bank Operations

About This Job

The main purpose of this job is to serve as a business and systems liaison with internal business lines, IT partners, and vendors to ensure regulatory compliance for IRS Information reporting for retail and commercial customers.

Essential Functions

Organize and schedule annual IRS reporting activities for LOBs supporting retail and commercial customers (non-Trust)

Coordinate and support the timely and accurate filing of federal and state information

Coordinate quarterly reviews and annual preparation, scheduling, and reporting activities to meet IRS reporting requirements

Act as resource for stakeholders to collect information, organize research, answer questions, and drive the resolution of issues

Collaborate with stakeholders to assess changes to workflow and technology to determine impact on IRS information reporting

Respond to changing information, reporting regulations, and business needs with agility

Stay current on IRS Information Reporting laws and regulations through collaboration with Finance, Legal, and LOBs

Implement best practices to enhance efficiency and accuracy in IRS Information reporting and compliance

Maintain project and process documentation

Communicate activities, status, and progress up and down the organization

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Ability to analyze, research and provide recommendations to problems as needed

Knowledge of IRS information reporting regulations and ability to read, understand and interpret written regulations

Ability to work on higher complexity projects and assignments independently or as part of a group

Ability to analyze complex issues and develop effective solutions

Ability to think strategically and proactively take initiative

Excellent written, verbal, and interpersonal communication skills

Motivated and organized with strong attention to detail and the ability to manage multiple priorities

Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

Ability to remain adaptable and resilient in all situations with an optimistic outlook casting a positive shadow that is aligned with our culture and Core Values

Advanced proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

Bachelor’s degree in Accounting, Finance, Business or a related field or equivalent combination of education and experience required

3+ years experience in IRS information reporting compliance and planning required

3+ years Project Management experience required

Hybrid Schedule : In office 1 day per week

For individuals applying, assigned and / or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.

This compensation range is for the IRS Project Manager Bank Operations level job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.

The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled.

At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation.

A reasonable estimate of the current base pay is $78,500 to $93,000 annually.