New

Lead Specialist: Tax Reporting and Unclaimed Funds

KeyBank
United States, New York, Amherst
Dec 08, 2025
Location: 4224 Ridge Lea Road, Amherst New York Location - This role is Hybrid, requiring a minimum of 2 scheduled days in-office each week Hours: Monday-Friday from 8:00am-5:00pm Overview: The Tax Reporting/Unclaimed Funds Operations team is responsible for enterprise-wide Tax Reporting and Unclaimed Funds governance and related operational processes. Essential Job Functions: 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. Minimum 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 Office365, 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 KeyCorp 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 COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. This position is eligible to earn a base hourly rate in the range of $21.00 to $22.00 per hour depending on location and job-related factors such as level of experience. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/07/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote