- 6 month engagement with opportunity for extension or conversion to Full Time Employee (FTE) based on attendance and strong performance

- Candidates must be local to the St. Pete or Memphis corporate offices- training will be fully on-site (around 60 days) then will transition to hybrid role in office 2 days per week

- Laptop will be provided

Job Summary: The Tax Reporting department is currently hiring for 1 Tax Reporting Associate to fill in for an open position. The tax reporting associate will process IRS W8 certification forms, discuss IRS Forms 1099-B, DIV, INT, MISC, OID, 1099-R, 5498 and 1042-S. Various vendor reports to be assigned as needed.

Job Duties

• Process IRS Forms W8-BEN and W8-BEN-E.
• Field incoming calls regarding various tax questions including IRS tax forms and tax reporting concepts
• Perform various duties as assigned

Must Haves - Hard Skills

• At least 2 years of recent data entry and document management experience
• Ability to work in a fast paced environment
• Ability to review various organizational documents for clarity
• Customer service focused phone skills
• Basic Excel skills; must know how to do basic functions such as creating and updating a spreadsheet, entering data, adding / removing columns and rows, etc.
• Customer service focused phone skills

Must Haves - Soft Skills

• Highly Organized
• Clear and professional written and verbal communication skills
• Ability to meet deadlines
• Very professional
• Team player

HS Diploma or equivalent

years (2) of experience in a related filed. Licenses/Certifications