New York City, NY

Job Type
Full-Time Temporary

Pay Rate
Duration:: 6 months
Location: New York, NY 10004

Focus on soft skills - (1-3 years of exp. is ideal, no more than 5)

High Level Primary Responsibilities include:
-Assists FA’s via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops
-Assist in reviewing Year End Processing and mass corrections
-Process daily reconciliation and ad hoc break report reviews
-Assist in creating and reviewing audit procedure documentation
-Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations
-Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements
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