Client Tax Representative - Hired By Matrix : Job Details

At-a-Glance: Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Client Tax Representative! What You'll Do:

• Assists Financial Advisors with calls and Case Management tickets that are sent to Tax Ops.
• Assist in reviewing year end Processing, mass corrections, IRS files, and reclasses.
• Process daily reconciliation and ad hoc break report reviews.
• Assist in creating and reviewing audit procedure documentation.

What You'll Bring:

• Bachelor's Degree.
• Prior experience in the financial industry is highly preferred.
• 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.
• Understanding of client service, process controls, with the ability to learn internal systems quickly.
• Superior communication skills, both oral and written.
• Excellent time management, interpersonal, and problem-solving skills.
• Attention to detail and quality of work.
• Ability to:
  • Concurrently manage multiple projects and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
  • Work independently well within a team environment.
  • Consistently exercise sound and decisive judgment.
• Commitment to personal development.
• Top Skills:
  • Tax knowledge related to year-end tax reporting for 1099's 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.

Position Type: Contract Get in Touch: We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Vaishali at (862) ###-#### to learn more. Who We Are: Since 1986, Hired by Matrix, Inc., has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business. Connect with us on LinkedIn today and learn more about how HbM can change your career: Check out our Career Center: #HbM266