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Tax Compliance Operations Analyst
2 months ago
Position Overview:
Role:
Tax Operations Specialist
Location:
Pennington, NJ
Contract Duration:
05 months
Compensation:
$28/Hr to $30/Hr
Job Responsibilities:
- The Tax Operations team within Wealth Management is tasked with various tax-related activities essential for compliance with IRS and State regulations, including tax reporting, payment withholdings, and updates to cost basis for investment and retirement accounts.
Key Responsibilities:
- Manage information reporting obligations to the IRS for retail investment accounts.
Required Qualifications:
- Strong proficiency in MS Office, particularly Excel.
- Demonstrated ability to efficiently navigate multiple systems at once.
- Exceptional organizational skills with the capacity to prioritize tasks and manage multiple responsibilities while adhering to strict deadlines.