Duration : 12 Months contract
Job Description :
- Hybrid : Monday and Friday - WFH; Tuesday, Wednesday, and Thursday in office
- Shift : 8 : 30 - 5 : 30 w / 1 hour lunch
- Shift (UT) : 6 : 30 - 3 : 30 MT (still supporting ET time zone)
Top Skills :
Associate’s or Bachelor’s DegreeUnderstanding or familiarity with 590A and 590BRetirement tax form reporting 1099R / 1099Q; 5498 / 5498ESA...IRS publication 590A- is the IRS regulations for IRA contributions.IRS publication 590B- is the IRS regulations for IRA distributions.1099R is the distribution tax form from a Retirement account.1099Q is the distribution tax form from a Coverdell account.5498 is the contribution tax form from a Retirement account.5498ESA is the contribution tax form from a Coverdell account.Preferred / Desired
1-2 years' experience with Retirement product and servicesKnowledge of IRS Contributions and Distribution rulesUnderstanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R / 1099Q; 5498 / 5498ESA.Excel experienceA Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.
Responsibilities :
Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including : contributions, distributions, processing conversions, recharacterizations, and state withholding reconciliationReconcile activities to ensure transactions are recorded with the proper books and entry codingAssist the management team in developing metrics that demonstrate the progress / completion of retirement inquiry resolutionExecute on customer requests to move money out of retirement accountsUnderstand tax implications of transactions in and out of different retirement account typesResolve retirement account issues and document the resolution processValidate data integrity is maintained in client facing displaysExperience :
Associate’s or Bachelor’s Degree Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R / 1099Q; 5498 / 5498ESA... Preferred / Desired
1-2 years' experience with Retirement product and servicesKnowledge of IRS Contributions and Distribution rulesUnderstanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R / 1099Q; 5498 / 5498ESA.Excel experienceSkills :
Experience with retirement account types desirable, IRS rules, and / or tax reporting obligationsAnalytical thinker, with excellent written and verbal communicationDetail oriented with strong organizational skillsAbility to prioritize multiple tasks, and work against deadlines and objectivesAdaptable to dynamic work environments and prioritiesDemonstrate ownership and sense of urgency in resolving inquiries and issuesProven effectiveness in fast-paced, demanding, client-driven environment.Ability to perform and deliver within tight deadlinesA challenging and inquiring mindEducation :
Associate’s or Bachelor’s DegreeAbout US Tech Solutions :
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details : Name : Venkatesh
Email : Venkatesh.t@ustechsolutionsinc.com
Internal Id : 24-28129
