US Tax Reporting Consultant

Ampcus Inc. • New York, NY

20h • Hybrid

About The Position

Ampcus Inc. is seeking an experienced US Tax Reporting Consultant to support tax reporting operations for approximately six months. The role is based in New York, NY, with a hybrid schedule requiring onsite work at least four days per week and one day working from home. The consultant will support reporting for Forms 1099 and 1042-S, tax reconciliations, data validation, user testing, reporting controls, and tax season checkout. The role also includes reviewing FATCA and non-resident alien tax withholdings, resolving documentation issues with the Tax Documentation team, and identifying opportunities to automate processes and improve data quality and operational efficiency.

Requirements

• At least 5 years of US tax reporting experience in financial services operations, specifically involving Forms 1099 and 1042-S.
• Extensive knowledge of US tax reporting requirements applicable to the banking industry.
• Strong understanding of FATCA and NRA US tax withholding requirements.
• Knowledge of W-8 and W-9 tax form requirements, including validation procedures.
• Understanding of W-8IMY requirements, particularly non-withholding foreign partnership structures.
• Excellent Microsoft Excel skills for data analysis, reconciliation, validation, and reporting.
• Strong problem-solving, analytical, and organizational skills.
• Ability to interpret complex tax requirements and explain technical tax matters to technical and non-technical audiences.
• Ability to prioritize multiple tasks and work effectively under deadlines.
• Strong written and verbal communication skills.
• Bachelor's degree.

Nice To Haves

• Experience with the FIS Tax Reporting Module.
• Proficiency in Microsoft Access.
• Experience automating reporting processes and strengthening data quality controls.

Responsibilities

• Perform tax-related reconciliations, data validation, issue resolution, and control activities to maintain reporting accuracy and operational integrity.
• Conduct user testing for the FIS Tax Reporting Solution by comparing source input files with vendor-generated output files and validating expected 1099 and 1042-S results.
• Perform tax season checkout by comparing source input files with vendor-generated output files and validating results for Forms 1099-B, 1099-INT, 1099-DIV, 1099-MISC, and 1042-S.
• Review FATCA and non-resident alien (NRA) tax withholdings, including blended rates for intermediary entities, against vendor reporting outputs.
• Collaborate with the Tax Documentation team to resolve documentation issues affecting tax reporting and withholding before year-end.
• Support controls on data extracts from source systems to ensure accuracy and compliance with 1099, 1042-S, and K-1 nominee reporting requirements.
• Identify opportunities to automate reporting processes, improve data quality controls, increase operational efficiency, and reduce costs.

What This Job Offers

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