US Tech Solutions | Retirement Operations Analyst

Duration: 12 + Months contractJob Description:Hybrid: Monday and Friday - WFH; Tuesday, Wednesday, and Thursday in office Shift: 8:30 - 5:30 w 1 hour lunch Shift (UT): 6:30 - 3:30 MT (still supporting ET time zone) Top Skills: Associate's or Bachelor's Degree Understanding or familiarity with 590A and 590BRetirement tax form reporting 1099R1099Q; 5498 5498ESA... IRS publication 590A- is the IRS regulations for IRA contributions. IRS publication 590B- is the IRS regulations for IRA distributions. 1099R is the distribution tax form from a Retirement account. 1099Q is the distribution tax form from a Coverdell account. 5498 is the contribution tax form from a Retirement account. 5498ESA is the contribution tax form from a Coverdell account. PreferredDesired· 1-2 years' experience with Retirement product and services· Knowledge of IRS Contributions and Distribution rules· Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R1099Q; 5498 5498ESA.· Excel experienceA Retirement Operations Analyst is one who maintains functional knowledge of the brokerage business with an emphasis on retirement account operations.Responsibilities:· Perform different levels of problem resolution & data analysis for all aspects of retirement operations support including: contributions, distributions, processing conversions, recharacterizations, and state withholding reconciliation· Reconcile activities to ensure transactions are recorded with the proper books and entry coding· Assist the management team in developing metrics that demonstrate the progress completion of retirement inquiry resolution· Execute on customer requests to move money out of retirement accounts· Understand tax implications of transactions in and out of different retirement account types· Resolve retirement account issues and document the resolution process· Validate data integrity is maintained in client facing displaysExperience:Associate's or Bachelor's Degree Understanding or familiarity with 590A and 590B; Retirement tax form reporting 1099R1099Q; 5498 5498ESA... PreferredDesired· 1-2 years' experience with Retirement product and services· Knowledge of IRS Contributions and Distribution rules· Understanding or familiarity of 590A and 590B; Retirement tax form reporting 1099R1099Q; 5498 5498ESA.· Excel experienceSkills:· Experience with retirement account types desirable, IRS rules, andor tax reporting obligations· Analytical thinker, with excellent written and verbal communication· Detail oriented with strong organizational skills· Ability to prioritize multiple tasks, and work against deadlines and objectives· Adaptable to dynamic work environments and priorities· Demonstrate ownership and sense of urgency in resolving inquiries and issues· Proven effectiveness in fast-paced, demanding, client-driven environment.· Ability to perform and deliver within tight deadlines· A challenging and inquiring mindEducation:· Associate's or Bachelor's DegreeAbout US Tech Solutions:US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Recruiter Details:Name: VenkateshEmail: Id: 24-28129

Created: 2025-01-01