Tax Operations Specialist

1 day ago


Jersey City, New Jersey, United States US Tech Solutions, Inc. Full time

**Job Summary**

US Tech Solutions, Inc. is seeking a highly skilled Tax Operations Specialist to join our team. As a key member of our financial services team, you will be responsible for assisting Financial Advisors with tax-related matters, reviewing year-end processing, and ensuring compliance with IRS regulations.

**Key Responsibilities**

Assist Financial Advisors with tax-related inquiries and issues via MSSN/PSN calls and Case Management tickets

Review and process year-end tax reporting, including 1099's and 1042-S forms

Ensure compliance with IRS regulations, including Chapter 3 & 4 NRA and FATCA

Process daily reconciliation and ad hoc break report reviews

Assist in creating and reviewing audit procedure documentation

Proficiency with Excel and relevant computer programs is required

**Requirements**

Bachelor's Degree in a related field

Prior experience in the financial industry is highly preferred

Excellent communication and problem-solving skills

Ability to work independently and as part of a team



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