Tax Operations Analyst

We’re looking for talented professionals to join us in bringing smart money management and payment solutions to everyone’s fingertips.

This position is classified as structured hybrid, with an expectation of a minimum of three (3) days per week working in the office and flexibility to work remotely on the remaining days. On-site expectations may evolve over time to support business needs, with clear communication provided in advance.

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JOB DESCRIPTION

Location Requirement

This position is open only to candidates who currently reside in one of the following approved locations:

San Diego, CA

Job Summary

The Professional 3, Tax Operations plays a key role in supporting SBTPG’s Tax Operations systems. This role is responsible for analyzing, reporting, and executing day-to-day tasks related to disbursement processes, including refund transfers, check issuance, prepaid card loads, and ACH payments.

Key Responsibilities

• Develop and manage partnerships with State, IRS, and partner organizations

• Coordinate transactions between organizations

• Ensure reporting and data requests are fulfilled

• Develop and manage partnerships with State, IRS, and partner organizations
• Coordinate transactions between organizations
• Ensure reporting and data requests are fulfilled
• Create and update reconciliations for multiple products and programs including:
  • Fed ACH Account incoming funds $30+ billion annually
  • Internal Bank Transactions totaling $200+ billion annually
  • Customer Collections Programs totaling $50+ million annually
  • Lending Programs totaling $300+ million annually
• Responsible for reconciling transactions for these programs and researching variations
• Respond to inquiries from internal and external teams in conjunction with current responsibilities
• Research differences and issues related to current responsibilities
• Cross-functional roles with cross training available throughout team
• Responsible for being POC with product and development teams when fixing or building new tools and features related to current responsibilities
• Maintain compliance with all government and company standards through approved tools, templates, policies, procedures, and process learnings
• Cross-Functional Collaboration: Work closely with internal teams (Product, Marketing, Compliance, Legal, and Operations) to support partner initiatives and resolve issues.

• Responsible for reconciling transactions for these programs and researching variations

• Respond to inquiries from internal and external teams in conjunction with current responsibilities

• Research differences and issues related to current responsibilities

• Cross-functional roles with cross training available throughout team

• Responsible for being POC with product and development teams when fixing or building new tools and features related to current responsibilities

• Maintain compliance with all government and company standards through approved tools, templates, policies, procedures, and process learnings

• Cross-Functional Collaboration: Work closely with internal teams (Product, Marketing, Compliance, Legal, and Operations) to support partner initiatives and resolve issues.

Required Qualifications

• Bachelor’s degree in Business, Finance, or related field; equivalent experience considered

• 3+ years of experience in finance, analytics

• Strong interpersonal and communication skills, with the ability to influence and collaborate across teams.

• Strong organizational and communication skills

• Proficiency in Microsoft Office applications

Preferred Qualifications

• Preferred skills in SQL, MSTR

• Experience working in financial services, fintech, or tax-related industries preferred.

**Ability to work in the U.S. without sponsorship**
**Ability to meet the location requirement outlined above**

POSITION TYPE

PAY RANGE

The targeted full-time base salary for this position is $71,200 to $106,800 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate’s geographical location.

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We’re Here to Support You—Accommodations Upon Request

Green Dot is committed to providing an inclusive and accessible hiring experience for all candidates. If you require a reasonable accommodation during any part of the application or interview process, we encourage you to let us know. We will work with you to meet your needs in a way that respects your privacy and ensures equal opportunity. Our goal is to support every applicant in showcasing their talents and potential.

Work Authorization Requirement
At Green Dot Corporation, we value diversity and strive for fair and inclusive hiring practices. However, we are currently unable to offer visa sponsorship. All applicants must be legally authorized to work in the United States at the time of application and throughout the duration of employment, without the need for current or future sponsorship.

Important Notice on Application Accuracy
We value integrity in our hiring process. Please ensure that all information provided in your resume and application is accurate and authentic. Submissions found to be fraudulent or misleading will result in disqualification from consideration, and any offers extended may be rescinded.