Information Reporting Lead Analyst

Bessemer Trust • Woodbridge Township, NJ

8d • $100,000 - $130,000 • Hybrid

About The Position

Bessemer Trust is seeking an Information Reporting Lead Analyst to join the Data & Tax Operations team. This role is responsible for overseeing the firm's nonresident alien withholding and information reporting function under Form 1042-S, with secondary responsibility for domestic information reporting (Forms 1099, 1099-R, and 5498). The successful candidate will combine deep 1042-S and nonresident withholding tax expertise with a strong focus on process improvement, automation, data quality, and regulatory compliance.

Requirements

• 5-7+ years of financial services operations experience, with significant expertise in non-resident alien withholding and Form 1042-S reporting.
• Strong knowledge of Form 1042-S, Chapter 3/Chapter 4 (FATCA) withholding rules, tax treaty benefits, Form W-8 documentation validation, and IRS reporting requirements.
• Working knowledge of Form 1099 series reporting.
• Advanced Microsoft Excel skills, with working knowledge of SQL and VBA (a plus).
• Excellent analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities and collaborate effectively across a diverse stakeholder group.
• Bachelor's degree in Finance, Accounting, Business, or a related field.

Nice To Haves

• Supporting operational risk, controls, audit, or regulatory examinations, particularly related to nonresident withholding.
• Experience with FIS Wall Street Concepts (WSC), FIS Global Plus, Salesforce, Jira, PL/SQL, and automation technologies, including robotic process automation (RPA) and firm-approved artificial intelligence tools.
• Active participation in industry organizations such as SIFMA.

Responsibilities

• Own year-end Form 1042-S reporting end-to-end, ensuring compliance with IRS nonresident alien withholding and reporting requirements, including withholding rate determination, treaty benefit validation, and monitoring related regulatory developments.
• Serve as the firm's subject matter expert on Chapter 3/Chapter 4 (FATCA) withholding, documentation requirements (Forms W-8), and nonresident client tax reporting matters.
• Support 1099 series year-end reporting as a secondary responsibility, ensuring compliance with domestic IRS reporting requirements.
• Lead tax-related reconciliations, data validation, issue resolution, and control activities to ensure 1042-S reporting accuracy and operational integrity.
• Drive automation and process transformation initiatives that improve scalability, data quality, operational efficiency, and control effectiveness, leveraging firm-approved analytics, automation, and artificial intelligence tools.
• Provide guidance on the tax reporting implications of corporate actions, income distributions, and other complex client events, with particular attention to cross-border and nonresident withholding considerations.
• Partner across business, operations, technology, and external stakeholders to support 1042-S reporting initiatives, resolve complex issues, and provide tax reporting guidance to internal partners and clients.
• Participate in system implementations, upgrades, testing, and strategic initiatives impacting tax operations.

Benefits

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level