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Participant Tax Reporting Specialist

Experis Charlotte, NC, United States Contractor
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If you're really interested, then please share the updated copy of your resume at Email blocked - click to apply

This is Karan, Senior Recruiter working with Manpower Group - Experis.

Position Details:

Client: Direct

Job Title: Participant Tax Reporting Specialist

Location: Charlotte, NC - 28262

Duration: Up to 12 months (possible conversion at the end)

Job Description:

Position Summary:

The successful candidate will be a member of the Participant Tax Reporting team responsible for processing tax withholding and reporting adjustments for Pension, IRA, and Insurance products, answering internal and external customer tax inquiries, and fulfilling external customer requests for tax withholding and/or tax reporting forms..

Key responsibilities and duties:

Specific tasks include but are not limited to:

  • Communicate with Participants, representatives, tax agencies, and internal business partners on a variety of inquiries regarding taxation and reporting of retirement and survivor benefits.
  • Review, analyze, and process on-line tax related payment information into the various tax withholding and reporting systems to ensure accurate tax reporting.
  • Research, analyze, interpret and document new or revised tax withholding and reporting rules and regulations mandated by the Internal Revenue Service, various state agencies, Canada Revenue Agency, and the Commonwealth of Puerto Rico, applicable to pension & annuity and insurance payments.
  • Act as liaison with other divisions and Participant Tax Reporting teams regarding tax law changes and procedural issues.
  • Execute business and regulatory compliance responsibilities in meeting core functions.
  • Participate on departmental projects to streamline our functions and increase compliance controls.
  • Assist in the maintenance of standard operating procedures and policies.



  • Bachelor's degree in Accounting, Taxation, Finance, Business or 5 years work experience in the financial services industry
  • 2 or more years of processing experience in a customer focused environment.
  • 2 or more years of research experience for problem resolution.
  • 2 or more years of data analytics/analysis of client information within an operations or office environment.
  • Flexibility to work additional hours as needed during peak business periods


  • Operations experience strongly preferred
  • Strong analytical skills
  • Strong written and verbal communication skills
  • Understanding of general process controls
  • Ability to demonstrate an exceptional standard of quality: this involves timeliness, accuracy, attention to detail,
  • organization and self-review skills, thoughtful analysis and problem-solving, and accountability for excellent results
  • Flexibility to work additional hours as needed during peak business periods

I would really appreciate if you can refer or help to someone sharing this job. Have a wonderful day!


Karan Gaur
Senior Recruiter

M: Phone number blocked - click to apply ext 7113

Email blocked - click to apply

URL blocked - click to apply

Experis is an Equal Opportunity Employer (EOE/AA)


Skills required

Financial Analysis
General Ledger
Standard Accounting Practices
Income Tax
Tax Planning
Tax Compliance Software


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Participant Tax Reporting Specialist
Estimated Salary: $77K
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Job ID: FOX_11421134


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