Tax Reporting Lead: NRA Withholding & 1042/1042-S Expert

Bessemer Trust; Port Reading (NJ); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) profit-sharing plan

Medical, dental, vision coverage

Paid holidays, vacation, sick time

Life insurance

Disability coverage

Hybrid work environment

Job summary

Bessemer Trust is seeking a Tax Reporting Lead Analyst to join the Data & Tax Operations team. This role serves as a technical subject matter expert for the firm's nonresident alien (NRA) withholding and information reporting function, with primary responsibility for Forms 1042 and 1042-S.

The successful candidate will have extensive hands-on experience with Chapter 3 and Chapter 4 (FATCA) withholding, Forms W-8, tax treaty benefits, Form 1042/1042-S reporting, and related reconciliations.

Qualifications

• 5–7+ years in tax information reporting with NRA withholding experience.
• Deep knowledge of Chapter 3/4 withholding, W-8, and treaty benefits.
• Experience with 1042/1042-S reconciliation and IRS transcripts.
• Strong analytical and problem-solving abilities for complex issues.
• Excellent organizational skills and ability to manage deadlines.
• Proficient communication across business and tech teams.
• Advanced Excel skills and relevant degree or equivalent.

Responsibilities

• Own end-to-end Form 1042-S reporting, reconciliation, filing, and amendments.
• Perform 1042 reconciliation, withholding liabilities, and IRS transcripts research.
• Serve as SME for FATCA withholding and reporting requirements.
• Review W-8s for validity, status, withholding, and treaty eligibility.
• Provide guidance on NRA withholding in corporate actions and distributions.
• Monitor regulatory changes and assess impact on processes and systems.
• Collaborate with Operations and Technology to resolve tax issues and enhance systems.
• Provide secondary support for Forms 1099, 1099-R, and 5498.

Skills

NRA withholding

1042/1042-S reporting

FATCA

W-8 forms

tax treaty benefits

Form 1099 reporting

Excel

IRS reconciliation

data validation

cross-border tax knowledge

Education

Bachelor's degree in Finance, Accounting, or related

Tools

FIS WSC

Salesforce

Jira

PL/SQL

Automation tools (RPA)

Job description

Bessemer Trust is seeking a Tax Reporting Lead Analyst to join the Data & Tax Operations team. This role serves as a technical subject matter expert for the firm's nonresident alien (NRA) withholding and information reporting function, with primary responsibility for Forms 1042 and 1042-S.

The successful candidate will have extensive hands-on experience with Chapter 3 and Chapter 4 (FATCA) withholding, Forms W-8, tax treaty benefits, Form 1042/1042-S reporting, and related reconciliations.