Manager, Tax Information Reporting

Tax Reporting Lead Analyst, AVP/VP

Wealth management · Private wealth

Location New Jersey 

Schedule Hybrid, 3 days in office 

Function Tax operations

Line NRA withholding and reporting

The opportunity

A private wealth management firm in New Jersey is hiring a tax reporting lead analyst for its tax operations team. You'd be the firm's technical expert on nonresident alien withholding and information reporting, with primary ownership of Forms 1042 and 1042-S. It's a replacement hire.

What you'll own

• Own the Form 1042-S process end to end: data validation, reconciliation, filing, corrections and amendments.
• Reconcile Form 1042 to Forms 1042-S, withholding liabilities, federal tax deposits and IRS account transcripts, and resolve discrepancies.
• Review Forms W-8 for validity, recipient status, withholding rates and treaty eligibility.
• Advise on the Chapter 3 and FATCA treatment of corporate actions, income distributions and cross-border transactions.
• Track regulatory changes and work with operations and technology on system enhancements, testing and automation.
• Support year-end reporting on Forms 1099, 1099-R and 5498.

What the firm is looking for

• Bachelor's degree in finance, accounting, business or taxation, or equivalent professional experience.
• 5 to 7+ years of tax information reporting, with substantial hands-on Forms 1042 and 1042-S work.
• Advanced knowledge of Chapter 3 and Chapter 4 (FATCA), Forms W-8, and treaty and withholding rules, with the judgment to research and resolve complex issues on your own.
• Form 1042 reconciliation and IRS account transcript analysis.
• Advanced Excel, and the ability to explain complex tax issues to business and technology partners.
• Preferred: controls, audit or regulatory exam support; FIS Wall Street Concepts or Global Plus; Forms 1099 reporting; SIFMA involvement.

Evaluated through the Lyneer Executive Search Strategy

Every candidate is assessed across four dimensions: technical skill, leadership capability, cultural alignment, and long-term growth potential