Junior Tax Analyst (Max $27/hr W2)

Finance

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

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



Top Skills:

-Tax knowledge related to year-end tax reporting for 1099s 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.

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