Tax Operations Analyst

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Job description

Duration: 8 + Months contract

Job Description:

Hybrid role with a minimum of 3 days on site per week

Seasonal Role : to May 31st w/ option to extend

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.

Ability to work nights and weekends during the months of Jan to April (tax season) and as needed

Soft skills as they will be on the phones with FA/CSA's

Eagerness to learn and ability to analyze issues and escalate

Responsibilities:

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

Experience:

Ability to work independently well within a team environment.

Excellent Time Management, Interpersonal, and Problem-Solving Skills.

Ability to concurrently manage multiple projects and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.

Attention to detail and quality of work.

Ability to consistently exercise sound and decisive judgment.

Commitment to personal development.

Skills:

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

Education:

Bachelor's Degree

Prior experience in the Financial Industry is HIGHLY preferred

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