Client Tax Reporting Analyst at HAYS in Trenton, New Jersey

Job Description:

The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position.


Applicants must be legally authorized to work in the United States. Sponsorship not available.


Our client is seeking a Client Tax Reporting Analyst in New Jersey.


Role Description


Job Description:
- Perform quality control testing of IRS Forms 1099 and 1042-S that are delivered to more than 1 million WMA clients.
- The role will entail diverse functions such as:
o Reconcile investment income and proceeds, that are paid to clients, to the 1099 Forms to ensure accurate reporting.
o Validate client information that appears on forms by checking against the firm's source records and statements.
o Support the team in reconciling tax that is withheld from clients and paid to the IRS and state taxing authorities.
o Review standard operating procedures; recommend updates as applicable (e.g. based on current file layouts and or updated taxing authority reporting instructions).
o Communicate issues in detail and track them to resolution.
o Develop and maintain tracking spreadsheets
o Maintain and update tax season runbook logs, keep and publish meeting minutes.
o Provide management reporting of metrics, issues, and status.
o Collaborate with internal teams and vendors to ensure timely and accurate reporting.


Skills & Requirements


Required experience:
- CPA, finance, or accounting degree and or:
4 years relevant financial services experience (e.g. in client tax reporting, income processing, corporate actions, etc.).
- Candidate must have excellent written and verbal communication skills.
- Intermediate (at minimum) Excel expertise (e.g. demonstrated ability to create formulas and perform V look-ups).


Benefits/Other Compensation


This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit).


Why Hays?


You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it.


Nervous about an upcoming interview? Unsure how to write a new resume?


Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting.


Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is 'do the right thing'.
We also believe that actions speak louder than words.
In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us.


In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text 813.336.5570.


Drug testing may be required; please contact a recruiter for more information.


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#1166608 - Joy Fahs