Compunnel Inc.
Pay Rate:
$27.41/hr on W2 (no benefits) Period:
11/16/2025 to 11/12/2026 Candidates must be flexible to work late and weekends if needed during the months of Jan to April (tax season). Hybrid role with a minimum of 3 days on site per week. Top Skills
Tax knowledge related to year-end tax reporting for 1099s and 1042-S forms Highly skilled in customer service, ability to work independently Soft skills as they will be on the phones with FA/CSA’s Eagerness to learn and ability to analyze issues and escalate High Level Primary Responsibilities
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 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 Requirements
Ability to work independently well within a team environment. Excellent Time Management, Interpersonal, and Problem-Solving Skills. Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm. Attention to detail and quality of work. Ability to consistently exercise sound and decisive judgment. Commitment to personal development. Qualifications
Bachelor’s Degree Prior experience in the Financial Industry is HIGHLY preferred. Understanding of client service, process controls, with the ability to learn internal systems quickly Superior Communication Skills, both oral and written. Seniority Level
Associate Employment Type
Full-time Job Function
Administrative Industries
Investment Banking
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$27.41/hr on W2 (no benefits) Period:
11/16/2025 to 11/12/2026 Candidates must be flexible to work late and weekends if needed during the months of Jan to April (tax season). Hybrid role with a minimum of 3 days on site per week. Top Skills
Tax knowledge related to year-end tax reporting for 1099s and 1042-S forms Highly skilled in customer service, ability to work independently Soft skills as they will be on the phones with FA/CSA’s Eagerness to learn and ability to analyze issues and escalate High Level Primary Responsibilities
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 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 Requirements
Ability to work independently well within a team environment. Excellent Time Management, Interpersonal, and Problem-Solving Skills. Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm. Attention to detail and quality of work. Ability to consistently exercise sound and decisive judgment. Commitment to personal development. Qualifications
Bachelor’s Degree Prior experience in the Financial Industry is HIGHLY preferred. Understanding of client service, process controls, with the ability to learn internal systems quickly Superior Communication Skills, both oral and written. Seniority Level
Associate Employment Type
Full-time Job Function
Administrative Industries
Investment Banking
#J-18808-Ljbffr