Temp | Technical | Accounting Assistant | Level 1(USD)

Posted: 1 week ago

Experience Needed:
- Advanced Excel skills (basic Macros, SQL, VBA, Data Analysis)
- Prior experience working with data analytics or analyzing large amounts of data ideally within financial services or IT industries
- Need to be comfortable on the phone / great verbal communications skills. Will be on phone with clients and high level managers
-Ability to work alone and extremely focused and possesses high attention to detail.

Take calls from the branches and internal Operations department regarding tax reporting for current and previous reporting. Perform 1099/1042 reviews and verifications. Answer Case Management items coming through the branches and other internal Operations departments. Assist in reviewing IRS and State filings. Assist in reconciliation and remediation requirements as projects arise. Knowledge of Tax Operations, Accounting and taxation for brokers/dealers in general.