Tax reporting - Lenmar Consulting, Inc.
New York, NY
About the Job
Title: Tax reporting
Location: NYC
Remote/Hybrid/Onsite: Hybrid (3 days in office, 2 days remote)
Position Type: Contract, possible temp-to-perm
Duration: 12+ months
Rate: $25.00/hr W2
This is a hybrid position with 3 days on-site (start on-site)
Top skills:
• Tax/Accounting background; Client Service; Excel
• 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 analyze issues and escalate
Role:
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.
High Level Primary Responsibilities include:
• 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
*Undergraduate Degree is required
Location: NYC
Remote/Hybrid/Onsite: Hybrid (3 days in office, 2 days remote)
Position Type: Contract, possible temp-to-perm
Duration: 12+ months
Rate: $25.00/hr W2
This is a hybrid position with 3 days on-site (start on-site)
Top skills:
• Tax/Accounting background; Client Service; Excel
• 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 analyze issues and escalate
Role:
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.
High Level Primary Responsibilities include:
• 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
*Undergraduate Degree is required
Source : Lenmar Consulting, Inc.