The candidate will be responsible for analyzing tax reporting details to ensure accuracy of our 1099 and 1042-S processes while identifying process improvement opportunities through data analytics. • Tax/Accounting background; Client Service; Excel • Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations • Knowledge of withholding and reporting • Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements • Proficiency with Excel and relevant computer programs is required • Ability to work nights and weekends generally during the months of Jan to April (tax season) and as needed. • Soft skills as they will be on the phones with FA/CSA's • Eagerness to learn and ability to analyze issues and escalate