Client Tax Representative

Russell Tobin; New York (NY); Hybrid; USD 39,000 - 44,000; Full time

Benefits offered by this job

Healthcare benefits

Supplemental coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Pet insurance

Employee discounts

Job summary

PrideGlobal is hiring a Client Tax Representative in New York City to support the Tax Client Service Group, assisting Financial Advisors and Client Service Associates with tax reporting questions and requests.

The ideal candidate will have knowledge of 1099s, 1042-S forms, withholding, and year-end tax reporting, and be comfortable working with clients by phone and through case management systems. Hybrid schedule with some on-site work.

Qualifications

• Strong customer service, communication, and problem-solving skills.
• Knowledge of 1099 and 1042-S tax reporting.
• Understanding of withholding and reporting requirements.
• Knowledge of FATCA and IRS Chapter 3 & 4 NRA.
• Attention to detail and time management.
• Ability to work independently and learn new systems quickly.

Responsibilities

• Assist Financial Advisors with tax inquiries and case management tickets.
• Support year-end processing, mass corrections, IRS files, and reclasses.
• Perform daily reconciliations and review break reports.
• Assist with audit procedure documentation.
• Apply knowledge of FATCA and IRS Chapter 3 & 4 NRA.
• Research issues, resolve inquiries, and escalate when needed.
• Maintain accuracy while managing multiple priorities and deadlines.

Skills

Customer service

Communication

Problem solving

Tools

Excel

Job description

Russell Tobin’s client is hiring a Client Tax Representative in New York City!

Position: Client Tax Representative

Location: New York City, NY

Pay: $29/hour

Contract: 12 months

Schedule: Hybrid - minimum 3 days on-site per week

About the Role

This position supports the Tax Client Service Group, assisting Financial Advisors and Client Service Associates with tax reporting questions and operational requests.

The ideal candidate has knowledge of 1099s, 1042-S forms, withholding, and year-end tax reporting and is comfortable working with clients and internal stakeholders by phone and through case management systems.

Key Responsibilities

• Assist Financial Advisors with tax-related inquiries and case management tickets
• Support year-end processing, mass corrections, IRS files, and reclasses
• Perform daily reconciliations and review break reports
• Assist with audit procedure documentation
• Apply knowledge of FATCA and IRS Chapter 3 & 4 NRA regulations
• Research issues, resolve inquiries, and escape complex matters when needed
• Maintain accuracy while managing multiple priorities and deadlines

Qualifications

• Financial industry experience highly preferred
• Knowledge of 1099 and 1042-S tax reporting
• Understanding of withholding and reporting requirements
• Knowledge of FATCA and IRS Chapter 3 & 4 NRA
• Strong customer service, communication, and problem-solving skills
• Excellent attention to detail and time management
• Ability to work independently and learn new systems quickly
• Proficiency with Excel

Important: Candidates must be flexible to work late and weekends as needed during January through April due to tax season deadlines.

• comprehensive healthcare coverage (medical, dental, and vision plans)
• supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
• 401(k)-retirement savings
• life & disability insurance
• employee assistance program
• legal support
• pet insurance
• employee discounts with preferred vendors

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation