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Posted: Monday, June 16, 2014 12:01 AM


Assignment: Full-time Pay Rate: $60,000 +per year Jace Reed & Associates is seeking a tax analyst who will answer questions related to the taxation of investments, tax reporting, account types and other general tax related questions, from Financial Advisors and branch office staff. You will be responsible for answering incoming calls and researching tax questions, reviewing tax articles and updating FAQs. Responsibilities Resolve tax inquiries from MSSB FAs, Service Associates, and Ops departments regarding investment-related tax issues. Keep informed on tax law changes, MSSB policy changes, and other rules and regulations that will affect TaxLine service responses. Assist with other projects, as identified by the TaxLine Manager, which may include updating FAQs, review of tax articles and TaxLine special projects or daily activities of related department functions, such as client tax service, Gain & Loss or Corporate Actions Skills Required: Must be familiar with all financial investment products offered by financials service organizations Must be familiar with individual income taxation as it relates to financial products, IRAs and Retirement Plans Must be familiar with financial tax reporting documents and supplemental tax information reported on the 1099 Consolidated Tax Statement Must be familiar with new Cost Basis Regulations Must have excellent customer service and phone skills Must be able to research tax code and regulations Qualifications . Must have at least 3-7years financial industry experience and public accounting or a combination of both . Tax preparation experience (individual and business) a definite plus. Louis Zwaan - Jace Reed & Associates PLEASE EMAIL ME AFTER APPLYING WITH RESUME "Executive Search for Tax Professionals" 333 Rt 46 W 2nd Floor - Mountain Lakes, NJ 07046 347 W36 Suite 700 - New York, NY 10018 T: (973) 794-6186 - F: (973) 419-6555 E-mail: louis@jacereed.com - Website: www.jacereed.com

Source: http://www.juju.com/jad/00000000cti0nf?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&channel=staticfile&hosted_timestamp=0042a345f27ac5dc4ca0ab00923bf7de0bf8294549c257052ba975c87007c826


• Location: New Jersey

• Post ID: 50087601 newyork
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