Tax Reporting and Unclaimed Funds Specialist

Location: This role is Hybrid, requiring a minimum of 2 scheduled days in-office each week in our Ridge Lea, Amherst NY location.

Hours: Monday-Friday from 8:00am-5:00pm

To apply directly, please visit:

The Tax Reporting/Unclaimed Funds Operations team is responsible for enterprise-wide Tax Reporting and Unclaimed Funds governance and related operational processes.

• Construct appropriate and professional communications as necessary. Research/respond to email requests and phone inquiries from clients, branches and other internal departments.
• Assist with Quest and Sub product changes-client inquiries.
• Assist with IRA/Health Savings Account transaction discrepancy report review/resolution.
• Assist Retirement Reporting System daily balancing.
• Contribute ideas for process and service improvement opportunities; champion and support improvement initiatives.
• Independently perform diverse functional tasks with minimal supervision and a high level of adaptability.
• Active participant on project teams; complete smaller scope projects independently.
• Assist in creating/updating current procedures as changes occur in the process.
• Meet performance objectives for accuracy and timeliness in completing actions.
• Successfully prioritize workload of various types of activities with completion date requirements.

• High School Diploma/equivalent required.
• Minimum 1 year in an operations role with demonstrated compliance and regulations experience required.
• Proven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferred.
• Excellent oral, written, and interpersonal skills - Listen to others, speaks effectively, uses diplomacy and tact, can quickly find common ground, and solve problems.
• Demonstrate attention to detail, organizational skills while managing multiple tasks.
• Digital literacy in Office
  365, including Word and Excel.
• Proven ability to use various computer-based systems, balancing experience, and understanding of compliance risks.
• Ability to learn detailed processes quickly and function independently with limited supervision.
• Proven ability and commitment to high performance by modeling Key Corp Values and demonstrating the Key Difference Standards in every internal and external interaction.
• Knowledgeable in deposit products and regulations.
• Strong research skills and proven problem resolution skills.