IRA Compliance Specialist

Classification: Temporary Compensation: $12.00 to $18.00 per hour Downtown Investment company looking for an IRA Compliance Specialist.The primary responsibility is to service the needs of existing IRA shareholders. These responsibilities include providing accurate IRS requirements and procedural information in response to either telephone or written inquiries. Analyze and respond to IRA shareholder's inquiries, process transactions and meet team goals of quality, accuracy and productivity.Job Description
oProcess various types of transactions into the record keeping system, including new account set ups, contributions, and liquidations.
oResearch inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
oMonitor, balance and perform backup withholding tax payment to IRS within timely manner.
oPrepare annual tax form 1099-Div/B/R, 1042-S and 5498 to both shareholders and IRS.
oPrepare annual RMD mailing to IRA shareholders aged over 70 ½ or over.
oPrepare annual withholding election notice mailings.
oMaintain an adequate monitoring procedure for IRS B & C Notices.
Knowledge & Experience
Ideal candidate will be intelligent and ambitious willing to work hard in a team oriented environment. Candidates must have excellent organizational skills, diagnostics, and problem solving abilities as well as strong written and verbal communication skills. Candidate must be energetic and able to clearly communicate ideas and deliver results.
oBachelor's degree or equivalent work experience.
oMutual Fund or banking experience preferred.All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.OfficeTeam is the world's leader in specialized administrative staffing offering job opportunities from Executive and Administrative Assistants to Office Managers, and Receptionists. We have the resources, experience and expertise to select companies and temporary to full-time positions that match your skills and career goals. We provide one of the industry's most progressive training, benefits-and-compensation packages. Contact your local OfficeTeam location, or call 1.800.804.8367 to find out more about this job.OfficeTeam is an Equal Opportunity EmployerJob Requirements
Advanced Customer Service, Intermediate E-Mail, Intermediate Reports, Basic Internal Communications, Intermediate SEC Reporting, Basic Tax - Individual, Basic Year End Closings, Basic IRS Summons and Levies, Intermediate Tax - Corporate, Intermediate Microsoft Word, Intermediate Microsoft Excel.