Operations Analyst – U.S. Tax Operations

Software Guidance & Assistance, Inc., (SGA), is searching for an Operations Analyst – U.S. Tax Operations for a contract assignment with one of our premier Financial Services clients in New York, NY. Hybrid schedule 2-3 days weekly onsite.

Responsibilities

• Perform daily reconciliations of withholding tax activity and adjustment journals related to Non-Resident Alien (NRA) tax reporting.
• Reconcile U.S. tax deposits and reporting activity submitted to the Internal Revenue Service (IRS).
• Review, investigate, and resolve cost basis reporting exceptions and breaks.
• Coordinate with third-party vendors to resolve outstanding tax reporting issues.
• Organize and facilitate recurring tax operations meetings and provide status updates to management.
• Support year-end tax reporting activities including testing, reconciliation, production, and filing of Forms 1099 and 1042-S.
• Maintain and update operational procedures and process documentation.
• Ensure accuracy, completeness, and timeliness of reporting deliverables.
• Respond to internal inquiries regarding tax reporting, withholding, and client tax documentation.
• Identify opportunities for process improvements, operational efficiencies, and risk mitigation.
• Participate in special projects and other operational initiatives as required.

Required Skills

• 2+ years of Operations Analyst, Tax Operations, or related financial services experience.
• Experience supporting U.S. Tax Information Reporting & Withholding (IRW) processes.
• Familiarity with NRA withholding, FATCA, Forms 1099, and Form 1042-S reporting requirements.
• Strong reconciliation and analytical skills.
• Advanced Microsoft Excel skills including Pivot Tables and Lookups.
• Experience with cost basis reporting.
• Strong communication and organizational skills.
• Degree or Diploma in Business, Finance, Accounting, or related field.

Preferred Skills

• Experience with Broadridge systems or similar tax reporting platforms.
• Prior banking, brokerage, custody, or wealth management experience.
• Experience supporting IRS reporting and year-end tax production processes.
• Experience documenting operational procedures and controls.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements.

When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status.

We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.