Tax Reporting Specialist

Hired by Matrix

New York, NY, USA

Published: 6/14/2022

Full Time

At-a-Glance:

Are you ready to build your career by joining a healthcare provider. If so, our client is hiring a Tax Reporting Specialist.

Position Type:

Required

Tax/Accounting background
Client Service
Excel
2+ years professional experience preferably in operations not necessarily in tax.
Tax would be a plus.
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
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 and ability to analyse issues and escalate

Responsibilities:

Responsible to troubleshoot, research and action client/stakeholder queries related to tax reporting requirements, regulations, processes and exceptions.
Responsible for analysing tax reporting details to ensure accuracy of our 1099 and 1042-S processes while identifying process improvement opportunities through data analytics.
High Level Primary Responsibilities include:
- Assists Financial Advisors via 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