Tax Operations Coordinator
Tax Operations Coordinator
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4years
$ 75000 - 85000
1 Vacancy
Job Description
Key Responsibilities:
Transactional Processing:
Review transactions to ensure compliance with IRS guidelines for 1099 and 5498 reporting.
Identify and escalate reporting discrepancies and facilitate timely corrections.
Provide training based on findings from reporting error analysis.
Update quarterly and annual client communications and postings.
Propose and implement policy and process improvements to enhance efficiency and reduce risk.
Reporting Documentation and Recordkeeping:
Analyze trends and generate compliance reports for senior management.
Maintain accurate documentation of compliance activities with IRS regulations.
Coordinate with vendors to generate process and distribute 1099 and 5498 forms.
Client Service and Support:
Respond promptly and professionally to internal and external tax inquiries.
Escalate complex issues appropriately to senior team members.
Ensure quality and consistency in client service.
Compliance and Process Improvement:
Maintain and update Standard Operating Procedures (SOPs).
Ensure full compliance with IRS regulations and company policies.
Identify risks in financial transactions and operational processes; recommend improvements.
Team Collaboration Training and Projects:
Collaborate across departments to meet operational and compliance goals.
Assist in onboarding and training tax team members.
Lead and support taxrelated projects including developing a client and advisorfacing online tax guide.
Organize and execute best practice sessions and improvement initiatives.
Additional Duties:
Manage transaction reviews through the SIMPLE Tax system.
Implement regulatory changes in tax reporting requirements.
Complete B Notices TIN/Name Matching and respond to IRS and State Tax Board notices.
Produce management reports and facilitate tax system updates and mailings.
Requirements
Qualifications:
4 years of experience in 1099 and 5498 tax reporting within a Broker/Dealer or financial institution.
Bachelor s degree preferred.
Availability for overtime during peak periods (e.g. yearend tax season).
Series 6 and 26 licenses preferred.
Strong knowledge of IRS tax reporting regulations.
Advanced proficiency with PC applications (Excel and others).
Project management skills or experience leading multitiered initiatives.
Core Competencies:
Ability to prioritize and delegate to meet deadlines and objectives.
Strong judgment on complex issues with clear concise documentation.
Professional and empathetic communication style.
Ability to remain resilient under pressure and adaptable to changing priorities.
Strong organizational skills with a focus on process efficiency and risk mitigation.
5+ years of accounting assistant or bookkeeping experience Proficient in QuickBooks Desktop and QuickBooks Online Software Critical thinker and problem solver Excellent oral, written and social communication skills Strong computer skills including Microsoft Office (Excel, Word and Outlook)
Education
High school diploma
Employment Type
Full Time
