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.

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