Junior Tax Analyst (Max $23/hr W2)

Finance

On-site - prefer they go to 1NYP as their primary location and at times will come to Jersey City

Top 3 skills:
1) Strong Excel Skills
2) At least 1 year of tax/operations experience
3) Detail-oriented/meticulous individual with good attitude and enthusiasm to learn

The Client Tax Operations Department is responsible for ensuring that all withholding and reporting obligations of the Firm are met. The Temp Client Tax Reporting position is required to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors.

Primary Responsibilities for the role:

• Review and ensure 1099/1042-S Reporting is accurate
• Perform IRS and State withholding reconciliation tasks
• Update excel files for accurate reporting values
• Ensure participant data is accurate
• Attain appropriate approvals, document and confirm successful submissions per jurisdiction
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely
• Review IRS filings and State filings are accurate
• Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
• Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
• Manage any special handling requirements for clients inclusive of tax form amendments for clients
• Audit tax form generation to ensure all forms for all clients have been completed
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
• Update processes and procedures policy portal as required

 

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