What You’ll Do
Power the Advisor Experience: Serve as the go-to operational partner for Private Client Advisors, solving complex account challenges and executing critical, high value transactions.
Master IRA & Tax Administration: Oversee standard, premature, inherited, and rollover IRA distributions alongside required minimum distribution (RMD) workflows under current IRS guidelines.
Drive Tax Season Success: Assist internal Tax teams with client tax packet generation, tax basis tracking, Form 1099-R and 5498 adjustments, and 1041 trust tax filing prep.
Ensure Airtight Compliance: Manage federal/state tax withholdings, perform custodian transfers, and maintain top tier audit standards across complex account structures.
Optimize Operational Workflows: Collaborate across cross-functional teams (Legal, Audit, Tax, Compliance) to streamline operations and eliminate friction.
salary: $55,000 - $60,000 per year
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
Core Responsibilities
Advisor & Client Relations: Partner directly with Private Client Advisors to deliver rapid, accurate resolution on complex IRA, trust, and tax-related inquiries, ensuring operational support aligns with broader wealth planning strategies.
Distributions & Tax Withholding Processing: Facilitate all standard, premature, inherited, and rollover IRA distributions, as well as direct custodian transfers. Accurately calculate and execute state and federal income tax withholdings, process IRS Form 1099-R and 5498 reporting adjustments, and ensure strict compliance with internal and regulatory guidelines.
Lifecycle & RMD Administration: Manage required minimum distribution (RMD) monitoring and tracking systems. Oversee automated notification workflows, verify missing beneficiary and account tax data, and perform complex calculations for inherited IRAs under current IRS guidelines (including the SECURE Act).
Tax Preparation & Reporting Support: Assist internal Tax departments with tax packet preparation, tax basis tracking, tax form generation (Form 1099-R, 5498, 1041 fiduciary tax assistance), and client tax document collection for yearly tax filings.
Team Collaboration & Operational Controls: Maintain internal operational controls and audit readiness across all specialized account offerings. Provide cross-functional support during high-volume tax season deadlines and operational peaks.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
