Search jobs > New York, NY > Accounting assistant
Qualifications :
- Ability to work nights and weekends during the months of Jan to April (tax season) and as needed
- Soft skills are required as they will be on the phones with FA / CSA's and eagerness to learn and ability to analyze issues and escalate
- 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
Responsibilities :
- Assists Financial Advisors via MSSN / PSN calls and Case Management tickets that are sent to Tax Ops
- Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses
- Process daily reconciliation and ad hoc break report reviews
- Assist in creating and reviewing audit procedure documentation
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Ability to work nights and weekends during the months of Jan to April (tax season) and as needed.Soft skills are required as they will be on the phones with FA/CSA's and eagerness to learn and ability to analyze issues and escalate.Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations.Knowledge o...
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