Operations Support - Compunnel : Job Details

JOB SUMMARY We are seeking a detail-oriented and motivated professional to join our Tax Operations team. The ideal candidate will support Financial Advisors and Client Service Associates by handling tax-related inquiries, ensuring accurate year-end tax reporting, and maintaining compliance with IRS regulations. This role requires strong analytical, organizational, and communication skills, as well as the ability to work independently in a fast-paced environment while meeting tight deadlines. Key Responsibilities

• Assist Financial Advisors via MSSN/PSN calls and Case Management tickets directed to Tax Operations
• Support Year-End Processing, mass corrections, IRS files, and reclasses
• Process daily reconciliation and review ad hoc break reports
• Assist in creating and reviewing audit procedure documentation
• Apply knowledge of IRS Chapter 3 & 4 NRA and FATCA regulations
• Manage withholding and reporting requirements
• Understand various types of client account classifications, tax document requirements, and associated reporting obligations
• Utilize Excel and other relevant computer programs to complete tasks accurately and efficiently

Required Qualifications

• Strong tax knowledge related to year-end tax reporting for 1099s and 1042-S forms
• Proficiency in Excel and relevant computer applications
• Strong customer service skills and ability to work independently
• Excellent verbal and written communication skills
• Ability to analyze issues, escalate when necessary, and exercise sound judgment
• Strong organizational, time management, and problem-solving skills
• Ability to manage multiple projects and meet strict operational deadlines
• High attention to detail and commitment to quality work
• Eagerness to learn and commitment to personal development
• Understanding of client service and process controls, with the ability to learn internal systems quickly

Education Bachelor’s Degree Years of Experience Prior experience in the Financial Industry is highly preferred