Wealth Operations Specialist II

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    "ShortDescriptionStr": "The Tax Operations Specialist is responsible for the accurate execution of tax-related operational processes, including data maintenance, transaction processing, and support for tax reporting and payment activities. This role serves as the foundation of the tax operations function, ensuring that all underlying data and transactions are complete, accurate, and prepared for downstream review and oversight.",
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    "ExternalDescriptionStr": "<p><i style=\"-webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); border: 0px; color: rgb(34, 34, 34); font-family: inherit; font-feature-settings: inherit; font-kerning: inherit; font-language-override: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-size: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; letter-spacing: normal; line-height: inherit; margin: 0px; orphans: 2; padding: 0px; scrollbar-width: thin; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; vertical-align: baseline; white-space: normal; widows: 2; word-spacing: 0px;\"><span data-olk-copy-source=\"MessageBody\" style=\"border: 0px; font: inherit; margin: 0px; padding: 0px; scrollbar-width: thin; vertical-align: baseline;\">$22.74 - $36.55</span></i></p><p><i style=\"-webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); border: 0px; color: rgb(34, 34, 34); font-family: inherit; font-feature-settings: inherit; font-kerning: inherit; font-language-override: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-size: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; letter-spacing: normal; line-height: inherit; margin: 0px; orphans: 2; padding: 0px; scrollbar-width: thin; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; vertical-align: baseline; white-space: normal; widows: 2; word-spacing: 0px;\"><span data-olk-copy-source=\"MessageBody\" style=\"border: 0px; font: inherit; margin: 0px; padding: 0px; scrollbar-width: thin; vertical-align: baseline;\">The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.</span></i></p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10pt;\">The Tax Operations Specialist is responsible for the accurate execution of tax-related operational processes, including data maintenance, transaction processing, and support for tax reporting and payment activities. This role serves as the foundation of the tax operations function, ensuring that all underlying data and transactions are complete, accurate, and prepared for downstream review and oversight.</span></span></p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt;\"><strong><u>MAJOR RESPONSIBILITIES</u>:&nbsp;&nbsp;</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Calibri, sans-serif;\">Execute core tax operations activities, including tax reporting support, withholding processing, remittances, and reconciliations.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Maintain and update client tax information within internal systems, ensuring accurate classification, coding, and completeness of data.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Prepare tax data and supporting documentation used for reporting and external tax preparation processes.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Assist with Required Minimum Distribution (RMD) calculations and processing.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Ensure all tax-related transactions are processed accurately and within required deadlines.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Compile and organize data required for tax reporting and external tax preparation, ensuring completeness and accuracy prior to submission.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Perform initial reviews of tax forms and reports (e.g., 1099s, 1041s, 990-PFs, 5498s) to identify obvious discrepancies or missing information.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Escalate issues, inconsistencies, or questions to Analysts or senior team members for further review.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Respond to routine tax-related inquiries from Client Service Associates and Account Officers with a focus on accuracy and timeliness.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Provide clear and concise updates on operational status, escalating complex or technical questions appropriately.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Collaborate with internal teams to gather information necessary to support tax processing and reporting activities.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Maintain organized and audit-ready documentation for all tax transactions, filings, and supporting activities.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Follow established procedures and controls to ensure consistency and compliance with internal policies and regulatory requirements.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Support documentation efforts by identifying gaps or inconsistencies in existing procedures and escalating opportunities for clarification or improvement.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Identify data discrepancies, processing errors, or missing information and take appropriate steps to resolve or escalate.</span></li><li><span style=\"font-family: Calibri, sans-serif;\">Assist with responding to tax notices and correspondence under the guidance of senior team members.</span></li><li><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10pt;\">Ensure timely escalation of issues that may impact accuracy, deadlines, or compliance.</span></span></li></ul><p>&nbsp;</p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt;\"><strong><u>PROBLEM SOLVING &amp; DECISION MAKING</u>:</strong></span></span></p><p style=\"line-height: 12pt; margin-left: 13.5pt; text-align: justify; text-indent: -13.5pt;\"><span style=\"font-family: Calibri, sans-serif;\">Applies established procedures and guidelines to resolve routine operational issues. Exercises attention to detail in identifying discrepancies or errors in data and transactions. Escalates complex, ambiguous, or higher risk issues to Analysts or Managers. Maintains a strong focus on accuracy, timeliness, and adherence to process controls.</span></p><p style=\"line-height: 12pt; margin-left: 13.5pt; text-align: justify; text-indent: -13.5pt;\">&nbsp;</p><p style=\"line-height: 12pt; margin-left: 13.5pt; text-align: justify; text-indent: -13.5pt;\"><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt;\"><strong><u>REQUIREMENTS</u>:</strong></span> <span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></span></p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Education and Experience</u></strong></span></p><ul style=\"list-style-type: disc;\"><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">1–3 years of experience in tax operations, accounting, or financial services.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Exposure to tax reporting processes or financial operations preferred.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Bachelor’s degree in Accounting, Finance, or related field preferred.</span></p></li></ul><p style=\"line-height: 12pt;\">&nbsp;</p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Skills/Knowledge</u></strong>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Strong attention to detail with a focus on accuracy and data integrity.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Foundational understanding of tax reporting, withholding, or financial processing concepts.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Ability to follow detailed procedures and operate within a controlled, deadline-driven environment.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Strong organizational and time management skills, with the ability to manage multiple tasks.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Effective communication skills, with the ability to interact with internal stakeholders.</span></p></li><li><p style=\"line-height: 12pt;\"><span style=\"font-family: Calibri, sans-serif;\">Proficiency in Microsoft Office applications, particularly Excel.</span></p></li></ul><p style=\"line-height: 12pt;\">&nbsp;</p><p style=\"line-height: 12pt; margin-left: 0.5in; text-indent: -0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Working Conditions</u></strong><span>&nbsp; &nbsp;</span>This position is “hybrid” requiring a blend of in-office and remote work.</span></p><p style=\"line-height: 12pt; margin-left: 13.5pt; text-align: justify; text-indent: -13.5pt;\">&nbsp;</p>",
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