Institutional Wealth Tax Analyst I

Date: Jan 3, 2018

Location: Tulsa, OK, US

Req ID: 40311 

Areas of Interest: Accounting; Bank Operations; Payroll; Tax; Wealth Management 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Institutional Wealth Tax Analyst I position is primarily responsible for ensuring that all distributions for 401(k) plan clients are distributed timely and accurately; ensures all filings for federal and state tax withholding from those payments are paid timely and accurate; ensures all legal compliance is upheld and properly processed for the plan. Ensures that all Employee Benefit needs are met with continuous interaction with internal business units.

  1. Performs all daily balancing routines for Federal and State deductions deposits. Analyzes payment data daily for verification of deduction amounts for each plan. Ensures all filings with Federal and State are done timely to avoid penalties. Works with system issues and customer account situations that involve strong problem solving skills. Also resolves issues relating to software or technical programming for daily tasks.
  2. Performs control review of all functions related to Employee Benefit distributions; ensures thoroughness and focuses on timeliness. Balances systems to ensure accuracy before filing with the appropriate entity. Performs tax form and other regulatory form processing from annual account distributions. Reviews internal exceptions and contacts the appropriate plan administrator or recordkeeper to complete resolution. Also contacts the Internal Revenue Service or state entities to work through any exception processing.
  3. Tests all payment software systems for upcoming enhancements relating to tax changes, security updates or interface files. Ensures all tax related updates are completed to prepare for the upcoming tax period involving withholding tables, tax forms and filing deadlines.
  4. Acts as primary employee in the IW distribution area; determines work priorities and schedules work assignments; orients and trains personnel; provides employees with guidelines and leadership to meet all internal deadlines; evaluates daily issues and discusses the best alternatives for resolution with employees; ensures service level standards are met.
  5. Works pro-actively within own areas of responsibility and with other department employees within Wealth Management Services to eliminate redundancy and implements mutually beneficial efficiencies; e.g. increasing utilization of online functions, automated solutions to labor intensive functions, multipurpose data input forms.

  • Advanced knowledge and understanding of employee benefit principles and regulations for Federal and State tax filing
  • Thorough knowledge of accounting principles
  • Excellent PC skills including spreadsheet and word processing applications; 10-key by touch
  • Excellent organizational skills, ability to improve functional efficiency, streamline and improve methodology
  • Demonstrated ability to handle significant fluctuations in volumes while meeting extremely stringent deadlines
  • Excellent reconciliation and complex problem solving skills
  • Excellent oral and written communication skills, including interpersonal skills
This level of knowledge is normally acquired through completion of Bachelor’s degree in Accounting or Finance; or at least 6 years of experience in payroll or benefits.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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