Company Description
Finance
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
High Level Primary Responsibilities include:
- 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
Additional Information
All your information will be kept confidential according to EEO guidelines.