Duration: 12 + Months contract
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 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
Responsibilities:
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
Experience:
• 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.
Skills:
• 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.
Education:
· Bachelor's degree
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Venkatesh
Email: Venkatesh.t@ustechsolutionsinc.com
Internal Id: 24-24898
