Valuations Processor

Hansen Talent Group is hiring a Valuations Processor for a financial services organization in Columbia SC.

What You’ll Do

• Research and monitor federal and state tax regulations related to retirement plan distributions and withholdings
• Prepare and file Forms 1099-R accurately and in compliance with applicable requirements
• Maintain quarterly withholding reports and related state reporting obligations
• Support state licensing compliance activities, including account setup and ongoing reporting requirements
• Develop and document withholding procedures based on plan type and state regulations
• Work closely with leadership to organize reporting data and review filings for accuracy
• Assist with audits and inquiries from taxing authorities by providing documentation and resolving discrepancies
• Track changes in regulatory requirements and recommend process updates as needed
• Support additional compliance and reporting activities as assigned

What You’ll Need

• Active CPA license required
• 2+ years of tax experience within a CPA firm
• Strong understanding of tax compliance and regulatory reporting processes
• Ability to research and interpret complex federal and state regulations
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong interpersonal and customer service skills
• Proficiency working with detailed data and reconciliation processes