Valuations Processor

Hansen Talent Group is hiring a Valuations Processorforafinancial services organization in ColumbiaSC.

What Youll Do

Research and monitor federal and state tax regulations related to retirement plan distributions and withholdings
Prepare and file Forms 1099-R accurately and in compliance with applicable requirements
Maintain quarterly withholding reports and related state reporting obligations
Support state licensing compliance activities, including account setup and ongoing reporting requirements
Develop and document withholding procedures based on plan type and state regulations
Work closely with leadership to organize reporting data and review filings for accuracy
Assist with audits and inquiries from taxing authorities by providing documentation and resolving discrepancies
Track changes in regulatory requirements and recommend process updates as needed
Support additional compliance and reporting activities as assigned

What Youll Need

Active CPA license required
2+ years of tax experience within a CPA firm
Strong understanding of tax compliance and regulatory reporting processes
Ability to research and interpret complex federal and state regulations
Excellent attention to detail and organizational skills
Strong written and verbal communication skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Strong interpersonal and customer service skills
Proficiency working with detailed data and reconciliation processes