Servicing Ops Sr Specialist- Tax operations

About the job

The Servicing Ops Sr Specialist for the Tax Operations team will be responsible for activities such as maintaining customer W8 & W9 IRS forms, responding to internal bank requests via various methods regarding customer W8 & W9 forms as well as request corrected IRS tax forms. Primary responsibilities include:

• Add or maintain customer information to system of record to support certified Social Security/Tax Identification information provided
• Analyze daily, weekly, and monthly W8 & W9 reports from internal systems and applications (CMOD/Blue Prism) and validate customer information is accurate and correct, if required.
• Perform various quality control functions to validate data is captured and reported accurately. Multi-task, prioritize, and cross train in a high volume, fast paced deadline-oriented environment.
• May need to work independently on special projects, interacting with all levels of management, and serving as a resource for the business unit. Recommend enhancements to procedures and process improvement opportunities.
• Provide support to Tax Operations business analysts for execution of annual Tax Year End project. Other tasks may be assigned to the. Operations Specialist related to servicing accounts.

Required Skills/Experience:

• 2-3 years’ experience working in an operations environment
• Team player; able to work independently with minimal supervision
• Strong customer service skills
• Strong organizational and analytical skills
• Solid time management skills
• Pays close attention to detail
• Solid written and verbal communication skills
• Strong listening and problem-solving skills
• Ability to multi-task and function efficiently in high volume, fast paced deadline-oriented environment
• Proficiency in PC and MS Office applications
• Solid knowledge of department computer applications and systems
• Customer service phone skills required
• Experience with financial services industry and banking operations preferred.
• Tax Experience preferred
• Experience with W8/W9 Forms and IRS Rules and Regulations preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: 8:00am-4:30pm Monday- Friday, position requires working 4 days on site in Johnston

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Additional Information

• Job Identification: 50326
• Job Category: Servicing & Operations
• Posting Date: 2026-11-12
• Apply Before: 2026-11-19
• Job Schedule: Full time
• Locations: One Citizens Bank Way, Johnston, RI, 02919, US ()
• Working Hours: 40
• Career Site Category: Operations