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Tax Reporting Specialist in Charlotte, NC at Genesys Talent LLC

Date Posted: 4/22/2019

Job Snapshot

Job Description

We are in immediate need of a Tax Reporting Specialist in Charlotte, NC paying $20/hour for a 6-month contract.
COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been our client's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. POSITION SUMMARY:The successful candidate will be a member of the Participant Tax Reporting team responsible for processing tax withholding and reporting adjustments for Pension, IRA, and Insurance products, answering internal and external customer tax inquiries, and fulfilling external customer requests for tax withholding and/or tax reporting forms.. KEY RESPONSIBILITIES AND DUTIES:
  • Specific tasks include but are not limited to:
  • Communicate with Participants, representatives, tax agencies, and internal business partners on a variety of inquiries regarding taxation and reporting of retirement and survivor benefits.
  • Review, analyze, and process on-line tax related payment information into the various tax withholding and reporting systems to ensure accurate tax reporting.
  • Research, analyze, interpret and document new or revised tax withholding and reporting rules and regulations mandated by the Internal Revenue Service, various state agencies, Canada Revenue Agency, and the Commonwealth of Puerto Rico, applicable to pension & annuity and insurance payments.
  • Act as liaison with other divisions and Participant Tax Reporting teams regarding tax law changes and procedural issues.
  • Execute business and regulatory compliance responsibilities in meeting core functions.
  • Participate on departmental projects to streamline our functions and increase compliance controls.
  • Assist in the maintenance of standard operating procedures and policies.
  • Bachelor's degree in Accounting, Taxation, Finance, Business or 5 years work experience in the financial services industry
  • 2 or more years of processing experience in a customer focused environment.
  • 2 or more years of research experience for problem resolution.
  • 2 or more years of data analytics/analysis of client information within an operations or office environment. 
  • Flexibility to work additional hours as needed during peak business periods
  • Operations experience strongly preferred
  • Strong analytical skills
  • Strong written and verbal communication skills
  • Understanding of general process controls
  • Ability to demonstrate an exceptional standard of quality: this involves timeliness, accuracy, attention to detail, organization and self-review skills, thoughtful analysis and problem-solving, and accountability for excellent results
  • Flexibility to work additional hours as needed during peak business periods


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