Junior Tax Operations Analyst

Junior Tax Operations Analyst
Location: New York, NY
Schedule: Hybrid – Minimum 3 days onsite per week
Contract: 12 months
Rate: $29/hr W2

Position Overview

Our client is seeking a Junior Tax Operations Analyst to join their Tax Client Service Group. This role will support Financial Advisors and Client Service Associates with tax-related inquiries, year-end tax reporting, reconciliations, and operational processing.

Candidates should have strong customer service and communication skills, attention to detail, and the ability to analyze issues, work independently, and escalate matters appropriately.

Key Responsibilities

• Assist Financial Advisors and Client Service Associates through phone inquiries and case management tickets.
• Support year-end tax processing, including 1099s, 1042-S forms, mass corrections, IRS files, and reclasses.
• Perform daily reconciliations and review break reports.
• Assist with audit procedures and documentation.
• Research and resolve tax-related operational issues, escalating higher-level issues when appropriate.
• Maintain a high level of accuracy while managing multiple priorities and deadlines.
• Work collaboratively with internal teams to resolve client and operational inquiries.
• Learn and apply tax regulations, internal procedures, and systems.

Required Qualifications

• Bachelor's degree.
• Strong verbal and written communication skills.
• Excellent customer service and interpersonal skills.
• Strong attention to detail and problem-solving abilities.
• Ability to work independently while contributing effectively within a team.
• Strong time-management and organizational skills.
• Ability to manage multiple projects and meet strict operational deadlines.
• Proficiency with Excel and standard computer applications.
• Willingness and ability to learn new systems, processes, and tax concepts.

Preferred Qualifications

• Prior experience in the financial services industry.
• Experience in client service, operations, or a related field.
• Knowledge of year-end tax reporting, including 1099 and 1042-S forms.
• Understanding of withholding and reporting requirements.
• Familiarity with IRS Chapter 3 and Chapter 4, NRA, and FATCA regulations.
• Understanding of client account classifications and related tax document and withholding requirements.
• Experience with process controls, reconciliations, or operational reporting.