Job Description

• Proficient in Microsoft applications, in particular excel.
• Reconciliation and problem solving skills.
• Ability to multi task and work independently in a fast paced environment.
• Excellent time management skills.
• Organizational, analytical problem-solving skills.
• Excellent written and verbal communication skills.
• College degree or comparable work experience.
• Understanding of US tax information withholding and reporting under IRC Chapter 3,4 and 61.
• Business, Finance, Accounting, Economics or similar major preferred and a basic understanding of and/or experience in the financial services industry.

Required Knowledge, Skills, and Abilities