17 Jan
Tax Specialist
Vacancy expired!
Our client, a multinational investment bank and financial services company, is seeking a Tax Specialist
Location: Weehawken, NJ Position Type: Contract Job Responsibilities: -Reconcile data (e.g. investment income proceeds, tax withholding, distributions, etc.) to ensure accurate reporting on IRS Forms 1099, 1042-S, etc. and on vendor tax systems. -Validate client information that appears on IRS Forms by checking against the firm's source records and statements -Test tax system navigation and data integrity -Communicate issues in detail Required experience: -Accounting -Information reporting regarding either IRS Forms 1099 DIV/INT/MISC/OID/B or Forms 1099-R & 5498 or 1042-S -Relevant experience in broker dealer operations (e.g. income processing, corporate actions, retirement services, trade support, etc.) -Quality control testing -Intermediate (at minimum) Excel expertise (e.g. demonstrated ability to create formulas and perform V lookups) -Financial and or accounting degree preferredVacancy expired!