Manager, Tax Information Reporting

Lyneer Search Group; Port Reading (NJ); Hybrid; USD 130,000 - 190,000; Full time

Job summary

Lyneer Executive Search Strategy is seeking a Tax Reporting Lead Analyst for a private wealth management firm in New Jersey. The role focuses on nonresident alien withholding and information reporting, with primary ownership of Forms 1042 and 1042-S.

This is a replacement hire and offers a hybrid schedule with three days in the office. You will be the technical expert on withholding and reporting, collaborating with operations and technology to enhance systems and automate processes.

Qualifications

• Bachelor’s degree or equivalent professional experience in finance/tax.
• Hands-on experience with Form 1042 and 1042-S and related reporting.

Responsibilities

• Own the Form 1042-S process end to end: data validation, reconciliation, filing, corrections and amendments.
• Reconcile Form 1042 to 1042-S, withholding liabilities, federal tax deposits and IRS transcripts.
• Review Forms W-8 for validity, recipient status, withholding rates and treaty eligibility.
• Advise on Chapter 3 and FATCA treatment of corporate actions, income distributions and cross-border transactions.
• Track regulatory changes and work with operations and technology on system enhancements, testing and automation.
• Support year-end reporting on Forms 1099, 1099-R and 5498.

Skills

Advanced Excel

IRS account reconciliation

1042/1042-S handling

W-8 forms review

FATCA knowledge

Education

Bachelor’s degree in finance, accounting, business or taxation, or equivalent professional experience

5–7 years of tax information reporting experience

Tools

FIS Wall Street Concepts; Global Plus

Job description

Tax Reporting Lead Analyst, AVP/VP

Wealth management · Private wealth

Location New Jersey

Schedule Hybrid, 3 days in office

Function Tax operations

Line NRA withholding and reporting

The opportunity

A private wealth management firm in New Jersey is hiring a tax reporting lead analyst for its tax operations team. You’d be the firm’s technical expert on nonresident alien withholding and information reporting, with primary ownership of Forms 1042 and 1042-S. It’s a replacement hire.

What you’ll own

• Own the Form 1042-S process end to end: data validation, reconciliation, filing, corrections and amendments.
• Reconcile Form 1042 to Forms 1042-S, withholding liabilities, federal tax deposits and IRS account transcripts, and resolve discrepancies.
• Review Forms W-8 for validity, recipient status, withholding rates and treaty eligibility.
• Advise on the Chapter 3 and FATCA treatment of corporate actions, income distributions and cross-border transactions.
• Track regulatory changes and work with operations and technology on system enhancements, testing and automation.
• Support year-end reporting on Forms 1099, 1099-R and 5498.

What the firm is looking for

• Bachelor’s degree in finance, accounting, business or taxation, or equivalent professional experience.
• 5 to 7 years of tax information reporting, with substantial hands‑on Forms 1042 and 1042‑S work.
• Advanced knowledge of Chapter 3 and Chapter 4 (FATCA), Forms W-8, and treaty and withholding rules, with the judgment to research and resolve complex issues on your own.
• Form 1042 reconciliation and IRS account transcript analysis.
• Advanced Excel, and the ability to explain complex tax issues to business and technology partners.
• Preferred: controls, audit or regulatory exam support; FIS Wall Street Concepts or Global Plus; Forms 1099 reporting; SIFMA involvement.

Evaluated through the Lyneer Executive Search Strategy™

Every candidate is assessed across four dimensions: technical skill, leadership capability, cultural alignment, and long-term growth potential