Client Tax Representative (Max $27/hr W2)

Company Description

Finance

Job Description

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

*** Candidates must be flexible to work late and weekends if needed during the months of Jan to April (tax season)
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
Requirements:
• 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.
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.

Additional Information

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