Job Description

Candidates must be flexible to work late and weekends if needed during the months of Jan to April (tax season)

Qualifications :

• Bachelor’s Degree
• Prior experience in the Financial Industry is HIGHLY preferred.
• Understanding of client service, process controls, with the ability to learn internal systems quickly
• Superior Communication Skills, both oral and written.

Top Skills :

• Tax knowledge related to year-end tax reporting for 1099’s and 1042-S forms
• Highly skilled in customer service, ability to work independently
• Soft skills as they will be on the phones with FA / CSA’s
• Eagerness to learn and ability to analyze issues and escalate

• Assists Financial Advisors via MSSN / PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses-Process daily reconciliation and ad hoc break report reviews-Assist in creating and reviewing audit procedure documentation
• Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting
• Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements-Proficiency with Excel and relevant computer programs is required

Last updated : 2024-09-10