Description

Support the Client Tax Reporting Department in meeting IRS reporting obligations for Forms 1099, 1042-S, and Puerto Rico 480.6.

Responsibilities

• Troubleshoot and research client queries regarding tax reporting requirements, regulations, and exceptions.
• Analyze tax reporting details to ensure accuracy in 1099 and 1042-S processes.
• Assist Financial Advisors via phone calls and Case Management tickets.
• Support year-end processing, mass corrections, IRS files, and reclasses.
• Perform daily reconciliation and review ad hoc break reports.

Required Skills

• 5+ years of experience in a tax or accounting background.
• Knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations.
• Understanding of withholding and reporting requirements.
• Familiarity with client account classifications and tax document requirements.
• Proficiency in Excel and relevant computer programs.
• Experience with Year End Processing, Mass corrections, IRS Files, and Reclasses.
• Ability to work nights and weekends during tax season (January to April).

Preferred Skills

• Identify process improvement opportunities using data analytics.

Key Skills

Education

Any Graduate