NA

Ability to work nights and weekends during the months of Jan to April (tax season) and as needed. Soft skills are required as they will be on the phones with FA/CSA’s and eagerness to learn and ability to analyze issues and escalate

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.

·         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.

All your information will be kept confidential according to EEO guidelines.