Sr. Analyst, Tax Reporting & Core Banking Technology - Morristown, NJ

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Senior Analyst, Tax Reporting & Core Banking Technology will serve as a subject matter expert in enterprise tax compliance and core banking systems. This role provides oversight and operational support for tax reporting functions, ensuring alignment with IRS regulations and internal policies. The analyst will collaborate across business units and technology teams to drive process improvements, support system functionality, and lead initiatives related to tax workflows and customer data integrity.

• Provide oversight to the tax reporting core banking functions for the bank. Oversee tax reporting functions within core banking systems, ensuring accuracy and compliance.
• Act as subject matter expert in enterprise tax compliance; must keep up to date on all IRS regulations Serve as the enterprise expert on IRS regulations and tax compliance, maintaining up-to-date knowledge of relevant changes.
• Ensure all business partners are engaged with Core Banking Technology for their tax reporting requirements Partner with business units to ensure tax reporting requirements are integrated with Core Banking Technology.
• Act as change agents for Mass Exchange and core banking control requests, ensuring compliance with the bank's policies and procedures while staying updated with the latest trends and technologies in the core banking domain.
• Provide business support for FIS core banking applications, submit tickets on behalf of business for questions related to FIS banking applications and work with business users on capabilities and functionality available in FIS core banking applications.
• Facilitate regular sessions with all business units to establish a much-needed overall and individual tax workflow.
• Lead and administrate an effort to clean up customer profile data (IRS TIN Notices, undeliverable customer forms, etc.)
• Ongoing review of processes to increase operational efficiencies by eliminating redundancy and incorporating automation where possible.
• Actively take lead on all Current State and Future State Operating initiatives and/or the addition of new functionality as they pertain to tax reporting events.

• Extensive tax reporting experience (1098, 1099, 1042-S, and FATCA filings) and familiarity with all aspects of tax operations.
• Knowledge of core banking, including core banking FIS applications.
• Strong ability to troubleshoot, research and action all internal/external client/stakeholder queries related to tax reporting requirements, regulations, processes, and exceptions.
• Working knowledge of the IRS Web site along with publications and forms associated with tax reporting.
• Strong writing, mentoring, negotiation, communication, presentation, and meeting facilitation skills.
• Highly effective stakeholder engagement skills.
• Ability to multitask, take ownership of complex issues and meet tight deadlines. Ability to quickly identify an issue, escalate to senior management, and plan/take corrective action.
• Highly organized with excellent analytical and problem-solving skills. Ability to identify and set priorities and lead the team accordingly.
• Ability to operate across all functional areas (Business Units, Corporate Tax, Legal, Technology, Project Management Office, Compliance, Audit and Risk).
• Advanced MS Office skills, including MS Excel, PowerPoint, Word, Visio, and MS Project.

• High School diploma or GED and a minimum of 5 years' Tax Reporting experience.
• Demonstrated experience working within cross-functional teams utilizing a formalized methodology.

• Bachelor's degree, preferably in Finance, Business Administration, or Accounting and a minimum of 3years' experience in Banking Operations and Tax Reporting. Knowledge of IBS, 1099 PRO preferred.

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.