Tax Operations Analyst (Max $26/hr W2)

Lenmar Consulting Inc. • New York, NY

12h • Onsite

About The Position

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 analyzing tax reporting details to ensure accuracy of our 1099 and 1042-S processes while identifying process improvement opportunities through data analytics.

Requirements

• Undergraduate Degree is required
• Tax/Accounting background
• Client Service skills
• Proficiency with Excel and relevant computer programs
• 2+ years professional experience preferably in operations
• Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations
• Knowledge of withholding and reporting
• Familiarity with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements
• Ability to work nights and weekends generally during the months of Jan to April (tax season) and as needed
• Soft skills as they will be on the phones with FA/CSA’s
• Eagerness to learn
• Ability to analyze issues and escalate

Nice To Haves

• Tax experience

Responsibilities

• Troubleshoot, research and action client/stakeholder queries related to tax reporting requirements, regulations, processes and exceptions
• Analyze tax reporting details to ensure accuracy of our 1099 and 1042-S processes
• Identify process improvement opportunities through data analytics
• 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

What This Job Offers

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