Description



Job Description:

  • The Client Tax Reporting Department is responsible for ensuring that all IRS reporting obligations are met for Forms 1099, 1042-S, and Puerto Rico 480.6
  • This individual will be responsible to troubleshoot, research and action client/stakeholder queries related to tax reporting requirements, regulations, processes and exceptions.
  • The candidate will be responsible for analyzing tax reporting details to ensure accuracy of our 1099 and 1042-S processes while identifying process improvement opportunities through data analytics.

Top skills:

  • Tax/Accounting background; Client Service; Excel
  • 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
  • Ability to work nights and weekends generally 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

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
  • Undergraduate Degree is required


 

Key Skills
Education

Any Graduate

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