Tax Associate

Compunnel Inc.; New York (NY); On-site; USD 34,440 - 37,195; Full time

Job summary

A leading company, Compunnel Inc., seeks a Tax Associate in New York, NY. The incumbent will assist Financial Advisors, handle IRS-related tasks, and leverage financial expertise to ensure service quality. This contract role is suited for detail-oriented professionals with excellent time management and communication skills.

Qualifications

• Prior experience in the Financial Industry highly preferred.
• Excellent communication skills, both oral and written.
• Understanding of client service and process controls.

Responsibilities

• Assist Financial Advisors via MSSN/PSN calls and Case Management tickets.
• Review Year End Processing and IRS files.
• Create and review audit procedure documentation.

Skills

Attention to detail

Time management

Interpersonal skills

Problem-solving skills

Education

Bachelor’s Degree

Tools

Excel

Job description

Job Title: Tax Associate

Location: New York, NY

Type: Contract

Pay Range

$25.00/hr - $27.00/hr

Primary Responsibilities

1. Assist Financial Advisors via MSSN/PSN calls and Case Management tickets related to Tax Operations.
2. Review Year End Processing, Mass corrections, IRS Files, Reclasses.
3. Process daily reconciliation and ad hoc break report reviews.
4. Create and review audit procedure documentation.
5. Apply knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations.
6. Understand withholding and reporting requirements.
7. Familiarity with client account classifications, tax document requirements, and withholding/reporting.
8. Proficiency in Excel and relevant computer programs.

Requirements

• Ability to work independently and within a team.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to manage multiple projects and prioritize effectively.
• Attention to detail and quality of work.
• Sound and decisive judgment.
• Commitment to personal development.

Qualifications

• Bachelor’s Degree.
• Prior experience in the Financial Industry (highly preferred).
• Understanding of client service and process controls.
• Excellent communication skills, both oral and written.

Additional Information

• Seniority Level: Not Applicable
• Employment Type: Contract
• Job Function: Finance

Note: This job posting is active. Apply or contact the recruiter for more details.