Company Description

Finance

Job Description

Top skills:
Tax/Accounting background; Client Service; Excel
2 years professional experience preferably in operations not necessarily in tax. Although tax would be a plus.
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

Additional Information

All your information will be kept confidential according to EEO guidelines.