Job Description
Job Description
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.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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.
Additional Information
All your information will be kept confidential according to EEO guidelines.
💡 Quick Summary
Seeking a career-building opportunity? The Junior Tax Analyst (Max $27/hr W2) position is now open for candidates interested in the Accountant Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
