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Tax Reporting Analyst
Location:1 New York Plaza
Location:1 New York Plaza
Hybrid
Rate: $25/hr W2
Duration: 12 months
Hybrid: Monday and Friday WFH; Tuesday, Wednesday, and Thursday in office
Required
- Associate s or Bachelor s Degree
- 1-2 years' experience with Retirement product and services
- Knowledge of IRS Contributions and Distribution rules
- Excel experience
Profile Summary:
A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.
Responsibilities
Qualifications
A Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.
Responsibilities
- Customer Request Handling / Problem Resolution / Data Analysis as assigned
- Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including: contributions, distributions, processing conversions, re-characterizations, and state withholding reconciliation
- Reconcile activities to ensure transactions are recorded with the proper books and entry coding
- Assist the management team in developing metrics that demonstrate the progress / completion of retirement inquiry resolution
- Execute on customer requests to move money out of retirement accounts
- Understand tax implications of transactions in and out of different retirement account types
- Resolve retirement account issues and document the resolution process
- Validate data integrity is maintained in client facing displays
Qualifications
- Experience with retirement account types desirable, IRS rules, and/or tax reporting obligations
- Analytical thinker, with excellent written and verbal communication
- Detail oriented with strong organizational skills
- Ability to prioritize multiple tasks, and work against deadlines and objectives
- Adaptable to dynamic work environments and priorities
- Demonstrate ownership and sense of urgency in resolving inquiries and issues
- Proven effectiveness in a fast-paced, demanding, client-driven environment.
- Ability to perform and deliver within tight deadlines
- A challenging and inquiring mind
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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