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Financial Analyst
2 months ago
Urgent Hiring for Tax Preparer in Pennington, NJ
Job Duties:
- Wealth Management Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts.
- The Wealth Management Senior Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for retail accounts.
- This role will be responsible for working various reports to ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms.