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Form of workTitle: Jr Wealth Management Tax Analyst
Location: Jersey City, NJ
Remote/Hybrid/Onsite: On-site
Position Type: Contract, possible temp-to-perm
Duration: 12+ months
Rate: $20.00 - $23.00/hr
ROLE OVERVIEW:
Temp Client Tax Reporting US support in NJ Wealth Management Operations Stock Plan and Retirements.
RESPONSIBILITIES:
Review and ensure 1099/1042-S Reporting is accurate
Perform IRS and State withholding reconciliation tasks
Update excel files for accurate reporting values
Ensure participant data is accurate
Attain appropriate approvals, document and confirm successful submissions per jurisdiction
Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely
Review IRS filings and State filings are accurate
Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
Manage any special handling requirements for clients inclusive of tax form amendments for clients
Audit tax form generation to ensure all forms for all clients have been completed
Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
Update processes and procedures policy portal as required
QUALIFICATIONS:
Top 3 skills:
1) Strong Excel Skills
2) At least 1 year of tax/operations experience
3) Detail-oriented/meticulous individual with good attitude and enthusiasm to learn
Familiarity US reporting for global employee share plan requirements
Self-motivated and eager to learn
Excellent time management skills during tight deadlines
Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback
Analytical, accurate, and strong problem solving skills essential
Vocal ability to challenge business deficiencies identified through the tax production process
An ability to articulate issues both in verbal and written form to help aid swift resolution
Previous employee share plan and tax production background would be advantageous
Comfortable with technology and technical concepts in a fast paced changing environment
An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
A deep belief in team success, collaboration and a willingness to adapt to continuous change
If you believe you're a suitable fit for this position, please apply directly with your most updated resume. Our organization values effective communication, although it's important to understand that we may not always be able to provide application updates to every candidate. If, following a review of your profile, we identify you as a potential match, a recruiter will contact you directly to discuss your candidacy.
Location: Jersey City, NJ
Remote/Hybrid/Onsite: On-site
Position Type: Contract, possible temp-to-perm
Duration: 12+ months
Rate: $20.00 - $23.00/hr
ROLE OVERVIEW:
Temp Client Tax Reporting US support in NJ Wealth Management Operations Stock Plan and Retirements.
RESPONSIBILITIES:
Review and ensure 1099/1042-S Reporting is accurate
Perform IRS and State withholding reconciliation tasks
Update excel files for accurate reporting values
Ensure participant data is accurate
Attain appropriate approvals, document and confirm successful submissions per jurisdiction
Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely
Review IRS filings and State filings are accurate
Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
Manage any special handling requirements for clients inclusive of tax form amendments for clients
Audit tax form generation to ensure all forms for all clients have been completed
Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
Update processes and procedures policy portal as required
QUALIFICATIONS:
Top 3 skills:
1) Strong Excel Skills
2) At least 1 year of tax/operations experience
3) Detail-oriented/meticulous individual with good attitude and enthusiasm to learn
Familiarity US reporting for global employee share plan requirements
Self-motivated and eager to learn
Excellent time management skills during tight deadlines
Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback
Analytical, accurate, and strong problem solving skills essential
Vocal ability to challenge business deficiencies identified through the tax production process
An ability to articulate issues both in verbal and written form to help aid swift resolution
Previous employee share plan and tax production background would be advantageous
Comfortable with technology and technical concepts in a fast paced changing environment
An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
A deep belief in team success, collaboration and a willingness to adapt to continuous change
If you believe you're a suitable fit for this position, please apply directly with your most updated resume. Our organization values effective communication, although it's important to understand that we may not always be able to provide application updates to every candidate. If, following a review of your profile, we identify you as a potential match, a recruiter will contact you directly to discuss your candidacy.
