Senior Tax Reporting/Trust Specialist & Implementation Conversion Analyst

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Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Commerce/Business
Travel Percentage :
1 - 5%
Job Description
We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS?
About the Team
The FIS Wall Street Concepts (WSC) Team offers its clients years of industry knowledge and expertise in the field of IRS Regulatory Compliance. WSC is widely considered an industry authority in this area. WSC provides data enrichment and security product knowledge to the Banking and Brokerage Industry. Our Services are utilized by over 90% of the Brokerage industry. The team here at WSC is dedicated and focused to meeting all our clients' IRS Regulatory needs. The work is challenging and rewarding with tight deadlines. WSC fosters a spirit of teamwork among the staff and fosters a great learning environment.
What You Will Be Doing
You will be responsible for data analysis, data mapping, and new client onboarding to facilitate tax information reporting.

  • Data analysis and data mapping from client data to tax reporting system.
  • Prepare, review and file various reports for federal, state and local reporting as well as other areas of tax compliance (monthly, quarterly, annually).
  • Maintain current knowledge of tax laws, updates and revisions and inform management of issues affecting FIS.
  • Investigate and reconcile discrepancies.
  • Assist with tax audits .
  • New client onboarding, includes setting up file transmissions and integration of data to the tax reporting system
  • Client training on new Tax Reporting Vendor System.
  • Business analysis and creation/documentation of business requirements for system upgrades.
  • Development and quality review testing.


What You Bring

  • Bachelor's degree in Business, Accounting, or related field, or the equivalent combination of education, training, and work experience
  • Typically, 3 or more years of tax information reporting and/or trust accounting experience.
  • Knowledge of IRS regulations regarding tax information reporting.
  • Strong client relations, negotiation, data analysis, and documentation skills.
  • Capable of communicating ideas both verbally and in written form in a clear, concise and professional manner.
  • Working knowledge of Microsoft Excel
  • Ability to analyze and solve problems using learned techniques and tools.
  • Exceptional teamwork skills, capable of establishing and maintaining effective working relationships both internally and externally.
  • Flexibility, versatility, dependability.


Added Bonus If You Have

  • Experience with TrustDesk, Advantage, and/or SEI systems
  • Familiarity with MYSQL or SQL queries


What We Offer You
A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you:

  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits


Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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More Information on FIS
FIS operates in the eCommerce industry. The company is located in Jacksonville, FL, Denver, CO, Atlanta, GA and Milwaukee, WI. FIS was founded in 1968. It has 57000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Open door policy. To see all jobs at FIS, click here.
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