Tax Account Analyst

Position: Tax Account Associate
Location: New York, NY
Pay: $25/hr. On W2(No Benefits)
 

Role is hybrid, 3 days in office, 2 days at home

Top skills Tax/Accounting background; Client Service; Excel1) Ability to work nights and weekends during the months of Jan to April (tax season) and as needed.2) eagerness to learn and ability to analyze issues and escalate3) shows strong organizational skills

The Client Tax Reporting Department is responsible for ensuring that all IRS reporting obligations are met for Forms 1099, 1042-S, and Puerto Rico 480.6 This individual will be responsible to troubleshoot, research and action client/stakeholder queries related to tax reporting requirements, regulations, processes and exceptions. The candidate will be responsible for analysing tax reporting details to ensure accuracy of our 1099 and 1042-S processes while identifying process improvement opportunities through data analytics.

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