H
Ops Specialist-CA Tax (JSY)
HireTalent
- 🇺🇸 United States
- On-site
- 3 days ago
- Regulatory Compliance
- Excel
3 days ago
Not enough detail in this posting to match
Overview
We are seeking a detail-oriented Tax Specialist to support year-end tax reporting, regulatory compliance, and tax operations within a financial services environment. This role is responsible for processing tax adjustments, supporting 1099 and 1042-S reporting activities, maintaining compliance with established procedures, and contributing to process improvements that enhance operational efficiency.The ideal candidate has a strong analytical mindset, excellent organizational skills, and the ability to work effectively in a fast-paced, deadline-driven environment while collaborating with internal teams and stakeholders.
Responsibilities
Tax Reporting & Processing
- Support year-end tax reporting activities, including:
- Form 1099 processing
- Form 1042-S processing
- Facilitate execution of the Year-End Tax Reporting Plan
- Process Non-Resident Alien (NRA) tax adjustments for non-U.S. clients
- Support implementation of regulatory changes impacting tax reporting workflows and systems
- Assist with tax product enhancements and operational improvements
Operational Support
- Execute daily and monthly tax-related workflows
- Monitor and maintain compliance with established policies, procedures, and controls
- Assist in developing and producing monthly management reporting
- Support operational efficiency initiatives and productivity improvements
- Ensure accuracy and timeliness of tax-related deliverables
Compliance & Controls
- Follow tax reporting policies, procedures, and regulatory requirements
- Support implementation of internal controls and process governance
- Assist management with policy and procedure enhancements
- Identify and escalate issues or risks impacting tax operations
Analysis & Continuous Improvement
- Analyze tax-related issues and recommend solutions
- Contribute to process improvement initiatives
- Support reporting and data analysis activities
- Assist with special projects and departmental initiatives as needed
Required Qualifications
- Bachelor's degree in Accounting, Finance, Business, or equivalent work experience
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- Ability to communicate professionally with internal and external stakeholders
- Strong organizational and time-management skills
- Ability to work independently and proactively
- Results-oriented mindset with strong attention to detail
- Ability to manage multiple priorities and deadlines simultaneously
- Strong Microsoft Excel skills
Preferred Qualifications
- Experience supporting:
- Tax reporting
- Form 1099 processing
- Form 1042-S reporting
- Financial services operations
- Knowledge of tax operations and regulatory reporting requirements
- Experience working in a deadline-driven financial services environment
- Experience with reporting, data analysis, and process improvement initiatives
Key Skills
- Tax Reporting
- 1099 Processing
- 1042-S Reporting
- Tax Operations
- Financial Services
- Microsoft Excel
- Analytical Thinking
- Problem Solving
- Time Management
- Process Improvement
- Regulatory Compliance
- Data Analysis
- Attention to Detail
Ops Specialist-CA Tax (JSY) · HireTalent