Job Description

Job Description

Our client a large Investment Management firm based in the NJ/NY area is currently looking for a Junior Tax Ops Analyst to begin working right away!

CANDIDATES OF ALL LEVELS ARE ENCOURAGED TO APPLY!

** Pay Rate Range: $22-25/hour**

We have a broad network of clients in the Banking and Financial Services industries. Please feel free to respond with your areas of interest!

Primary Responsibilities for the Role:

• Review and ensure the accuracy of tax reporting, including 1099 and 1042-S forms.
• Update and maintain Excel files to reflect accurate reporting values.
• Verify that participant data is correct and up to date.
• Obtain necessary approvals, document, and confirm successful submissions according to jurisdictional requirements.
• Ensure that tax filings and reports for clients are issued in a timely and accurate manner.
• Review and validate both federal and state tax filings for accuracy.
• Contribute to the annual tax production plan, ensuring all relevant tasks are accounted for throughout the year.
• Perform required testing on tax forms to ensure accuracy through preliminary reviews.
• Manage special client requirements, including amendments to tax forms when needed.
• Audit tax form generation to ensure completion for all clients.

Key Skills/Qualifications:

• Familiarity with U.S. reporting requirements for global employee share plans.
• Self-motivated with strong time management skills, especially under tight deadlines.
• Collaborative mindset with the ability to engage effectively with coworkers across different regions.
• Strong analytical, accuracy, and problem-solving skills.
• Ability to identify and address business deficiencies through the tax production process.
• Clear and concise communication skills, both verbal and written, to facilitate swift issue resolution.
• Experience with employee share plans and tax production is an advantage.
• Comfortable working in a fast-paced environment with evolving technologies.
• Quick learner with a solid understanding of the Internet, e-commerce, and equities.
• Team-oriented, adaptable, and willing to embrace continuous change.
• Ability to work independently, manage multiple assignments, and consistently exceed expectations.

** Qualifications:**

· Recently Graduated/ Experience in tax, accounting, finance, or other related fields (6 months to 3 years)

· Experience with tax reporting (1099/1042-S) - at least 6 months to 2 YOE)

· Advanced spreadsheet skills

· Strong attention to detail

· Communication skills

· Strong analysis and critical thinking skills