IRA & IRS Reporting Specialist

Essential Functions:

Have a basic working knowledge of the following and be able to guide staff through procedures, including complex situations, while providing world-class service:

• IRA & HSA Plans, Transactions & Required Mailings
• Tax Information Reporting (1099-INT, 1099-R, 1099-SA, 1042-S, 5498 & 5498-SA)
• IRS B Notice & Withholding Processes
• Escheatment
• Provide professional, high-quality service to our members and all fellow employees
• Comply with all security, confidentiality, and internal control procedures
• Schedule time and resources to ensure all work is completed accurately and on schedule

Knowledge, Skills & Abilities:

• Motivated self-starter with a demonstrated ability to work independently and a desire to increase their responsibility and value to OnPoint. History of successfully handling multiple tasks in a fast paced environment, while making sound decisions and consistently achieving performance expectations.
• Ability to use and adapt to changing technology and systems
• Effective verbal and written communication skills, ability to document procedures
• Ability to independently identify, analyze, and resolve operational and member issues
• Strong understanding of credit union operations, procedures and applicable regulations

Proven accuracy, thoroughness, analytical and organizational skills in completing work assignments.

• High school graduate or GED required
• Basic understanding of IRA required; Certified IRA Specialist (CIS), Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) preferred
• Basic understanding of HSA required; Certified Health Savings Professional (CHSP) preferred
• Basic understanding of Tax Reporting Validation, Transmission & Correction Experience preferred
• Understanding of Escheatment preferred