Service & Operations Specialist – Tax Reporting

Ameriprise Financial Services, LLC•Minneapolis, MN

1d•Hybrid

About The Position

The Service & Operations Specialist – Tax Reporting is responsible for ensuring accurate tax withholding and regulatory reporting for domestic and foreign clients. This role plays a critical part in meeting IRS regulatory obligations, particularly related to Form 1042‑S reporting for foreign clients. The position involves complex tax rules, high attention to detail, and close collaboration with internal partners to ensure compliance and accuracy.

Requirements

Experience in service, operations, tax reporting, or financial services operations
Strong understanding of regulatory compliance and data accuracy requirements
High attention to detail with the ability to work accurately in a deadline-driven environment
Strong analytical and problem-solving skills
Ability to navigate complex rules and apply them consistently
Effective written and verbal communication skills
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Responsibilities

Ensure accurate withholding and reporting of income subject to U.S. tax regulations for domestic and foreign clients.
Prepare, validate, and reconcile IRS Form 1042‑S for foreign clients in accordance with regulatory requirements.
Identify, research, and resolve discrepancies related to tax withholding, client income reporting, and regulatory compliance.
Support additional tax reporting functions and regulatory initiatives as required.
Maintain detailed documentation and follow established controls to ensure audit readiness and compliance.
Partner with internal stakeholders to support smooth processing and timely reporting cycles.