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Technical Accounting Assistant

Posted 18 days ago

  • Expiry Date: 09 October 2022
  • Referral:

Job Description:

  • This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of the engagement and provide proof of such vaccinations within 3 days of commencement of services.

  • The role will be hybrid: 3 days onsite 2 days WFH can be 1NYP or Jersey City.

  • Client Tax Reporting Temporary position.

  • Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions.

  • Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Background on the Team:

  • Client Tax Operations provides brokerage, investment, and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals.

  • Client has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs.

  • Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance, and annuities.

  • The Client Tax position is required to perform numerous daily functions, including review and approval of tax documentation including W-9 and W-8s, review of control reports and assist with year-end 1042-S/1099 reporting, and assist with testing and quality review of various IT implementations for the department.

  • Answer a wide range of complex questions related to tax documentation, withholding, and reporting coming from our branch offices and internal business partners.

Primary Responsibilities:

  • Support with documentation of integration of E-Trade tax functions with MS tax functions

  • Assist with testing of E-Trade integration processes and conduct progression testing

  • Work with different business units to address tax documentation, withholding, and reporting issues

  • Assist in creating and reviewing audit procedure documentation

  • Retirement tax form review, K1 reconciliations for UBTI purposes.

Skills Required:

  • College degree in Business.

  • Prior tax experience.

  • Ability to multitask and take ownership of complex issues and meet tight deadlines.

  • Ability to quickly identify an issue, coupled with the ability to succinctly articulate and escalate the issue, impact and corrective action to management.

  • Ability to operate across all functional areas across Business Unit, Corporate Tax, Technology, Compliance, Audit and Risk.

  • Ability to document process flows, desktop and written supervisory procedures.

  • Highly organized and Detail Oriented and ability to meet tight deadlines.

  • Excellent verbal, written communication skills, analytical and problem solving skills.

  • Comprehensive MS Office skills, including MS Excel, PowerPoint, Word and MS Project.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.