Financial Tax Specialist - Compunnel : Job Details

About the Role

This is a hybrid role requiring at least 3 days in the office each week. Candidates must be flexible to work late hours and weekends during tax season (January–April).

You'll support Financial Advisors and Client Service Associates with year-end tax reporting, IRS filings, and account reconciliations. This role involves a mix of tax knowledge, customer service,

and problem-solving.

Key Responsibilities

• Support Financial Advisors through phone calls and case management tickets related to tax operations.
• Help review year-end processing, mass corrections, IRS files, and reclassifications.
• Process daily reconciliations and review ad hoc break reports.
• Assist in creating and reviewing audit documentation.
• Apply knowledge of IRS Chapter 3 & 4, NRA, and FATCA regulations.
• Ensure proper withholding and reporting for different client account types.
• Use Excel and other internal systems to manage tax reporting and documentation.

Top Skills Needed

• Strong tax knowledge, especially around 1099s and 1042-S forms.
• Excellent customer service skills and ability to work independently.
• Strong phone communication and interpersonal skills.
• Eagerness to learn, with the ability to analyze issues and escalate when needed.
• Proficiency in Excel and related tools.

Requirements

• Bachelor's Degree.
• Previous experience in the financial industry is highly preferred.
• Strong time management and ability to juggle multiple deadlines.
• Great attention to detail and high-quality work.
• Ability to make sound judgments and decisions.
• Commitment to personal and professional growth.
• Strong written and verbal communication skills.