This range is provided by Morgan Stanley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $25.00/hr - $26.00/hr Position Overview The Client Tax Reporting Department is responsible for ensuring that all IRS reporting obligations are met for Forms 1099, 1042-S, and Puerto Rico 480.6. This individual will be responsible for troubleshooting, researching, and addressing client/stakeholder queries related to tax reporting requirements, regulations, processes, and exceptions. The candidate will analyze tax reporting details to ensure accuracy in our 1099 and 1042-S processes while identifying process improvement opportunities through data analytics. Minimum Qualifications Tax/Accounting background; Client Service; Excel 2+ years professional experience in operations, not necessarily in tax (tax experience is a plus) Knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations Familiarity with various types of client account classifications, tax document requirements, and associated withholding and reporting requirements Proficiency with Excel and relevant computer programs Ability to work nights and weekends generally during the months of January to April (tax season) and as needed Soft skills for effective communication with Financial Advisors/Client Service Associates Eagerness to learn and ability to analyze issues and escalate as necessary Primary Responsibilities Assist Financial Advisors via MSSN/PSN calls and Case Management tickets sent to Tax Ops, including reviewing Year End Processing, Mass corrections, IRS Files, and Reclasses Process daily reconciliation and ad hoc break report reviews Assist in creating and reviewing audit procedure documentation Undergraduate Degree is required. This is a hybrid position with 3 days on-site (start on-site). Interview Process Interviews will consist of 2 rounds on Zoom, pending the success of the first round. Seniority Level Associate Employment Type Temporary Job Function Analyst, Finance, and Project Management Industries Financial Services, Investment Banking, and Investment Management #J-18808-Ljbffr Morgan Stanley
Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll... ...strategic thinking, and collaboration. Elevate your career with us and make a significant impact in the financial industry.As an...
...behind the platforms that the Global 2000s use to power their internal communications, contact center platforms, apps, and software.... ...opportunity to be a part of the BAND. As the Summer 2025 Graphic Design Intern, you will work with Bandwidths Internal...
...Dependent Care Flexible Spending Account CERTIFIED MEDICAL ASSISTANT POSITION SUMMARY The Certified Medical Assistant (CMA) is a pivotal healthcare professional who provides essential support to medical staff and delivers exceptional patient care. The...
...national importation, ideally direct-ship from China, product & logistics compliance, strong international air and small parcel... ...What should you bring? Credentials: Bachelor's Degree in Supply Chain, Business Management, or similar field. Industry Experience...
...Description Salary: $70K - $75K Transition Coordinator Overview The role entails support for... ...students build successful futures! Education & Experience Education: Bachelor's... ..., Guidance Counseling, Social Work, Special Education, or a related field; masters degree...