Compunnel Inc.
Job Title: Tax Associate
Location: New York, NY
Type: Contract
Pay Range $25.00/hr - $27.00/hr
Primary Responsibilities
Assist Financial Advisors via MSSN/PSN calls and Case Management tickets related to Tax Operations.
Review Year End Processing, Mass corrections, IRS Files, Reclasses.
Process daily reconciliation and ad hoc break report reviews.
Create and review audit procedure documentation.
Apply knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations.
Understand withholding and reporting requirements.
Familiarity with client account classifications, tax document requirements, and withholding/reporting.
Proficiency in Excel and relevant computer programs.
Requirements
Ability to work independently and within a team.
Excellent time management, interpersonal, and problem-solving skills.
Ability to manage multiple projects and prioritize effectively.
Attention to detail and quality of work.
Sound and decisive judgment.
Commitment to personal development.
Qualifications
Bachelor’s Degree.
Prior experience in the Financial Industry (highly preferred).
Understanding of client service and process controls.
Excellent communication skills, both oral and written.
Additional Information
Seniority Level: Not Applicable
Employment Type: Contract
Job Function: Finance
Note: This job posting is active. Apply or contact the recruiter for more details.
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Location: New York, NY
Type: Contract
Pay Range $25.00/hr - $27.00/hr
Primary Responsibilities
Assist Financial Advisors via MSSN/PSN calls and Case Management tickets related to Tax Operations.
Review Year End Processing, Mass corrections, IRS Files, Reclasses.
Process daily reconciliation and ad hoc break report reviews.
Create and review audit procedure documentation.
Apply knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations.
Understand withholding and reporting requirements.
Familiarity with client account classifications, tax document requirements, and withholding/reporting.
Proficiency in Excel and relevant computer programs.
Requirements
Ability to work independently and within a team.
Excellent time management, interpersonal, and problem-solving skills.
Ability to manage multiple projects and prioritize effectively.
Attention to detail and quality of work.
Sound and decisive judgment.
Commitment to personal development.
Qualifications
Bachelor’s Degree.
Prior experience in the Financial Industry (highly preferred).
Understanding of client service and process controls.
Excellent communication skills, both oral and written.
Additional Information
Seniority Level: Not Applicable
Employment Type: Contract
Job Function: Finance
Note: This job posting is active. Apply or contact the recruiter for more details.
#J-18808-Ljbffr