Accounting Assistant

Vertisystem Inc.; New York (NY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Vertisystem in New York is looking for individuals to assist Financial Advisors during the busy tax season. The role involves handling various tasks including reviewing Year End Processing and audit procedures.

Applicants should possess soft skills and a good understanding of IRS regulations, with proficiency in Excel being essential.

This role requires the ability to work nights and weekends from January to April, ensuring readiness for peak demands.

Qualifications

• Ability to work nights and weekends during the months of Jan to April (tax season).
• Knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations is required.
• Familiarity with client account classifications and tax document requirements.

Responsibilities

• Assist Financial Advisors via MSSN/PSN calls and Case Management tickets.
• Review Year End Processing, Mass corrections, IRS Files, Reclasses.
• Process daily reconciliation and ad hoc break report reviews.
• Create and review audit procedure documentation.

Skills

Soft skills

Ability to analyze issues

Proficiency with Excel

Job description

Ability to work nights and weekends during the months of Jan to April (tax season) and as needed. Soft skills are required as they will be on the phones with FA/CSA’s and eagerness to learn and ability to analyze issues and elevate.

Primary Responsibilities

• Assists Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops.
• Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses.
• Process daily reconciliation and ad hoc break report reviews.
• Assist in creating and reviewing audit procedure documentation.
• Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations.
• Knowledge of withholding and reporting.
• Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements.
• Proficiency with Excel and relevant computer programs is required.

Additional Information

All your information will be kept confidential according to EEO guidelines.