Valuations Processor

Hansen Talent Group is hiring a Valuations Processor for a financial services organization in Columbia SC.What You'll DoResearch and monitor federal and state tax regulations related to retirement plan distributions and withholdingsPrepare and file Forms 1099-R accurately and in compliance with applicable requirementsMaintain quarterly withholding reports and related state reporting obligationsSupport state licensing compliance activities, including account setup and ongoing reporting requirementsDevelop and document withholding procedures based on plan type and state regulationsWork closely with leadership to organize reporting data and review filings for accuracyAssist with audits and inquiries from taxing authorities by providing documentation and resolving discrepanciesTrack changes in regulatory requirements and recommend process updates as neededSupport additional compliance and reporting activities as assignedWhat You'll NeedActive CPA license required2+ years of tax experience within a CPA firmStrong understanding of tax compliance and regulatory reporting processesAbility to research and interpret complex federal and state regulationsExcellent attention to detail and organizational skillsStrong written and verbal communication skillsAbility to manage multiple priorities and meet deadlines in a fast-paced environmentStrong interpersonal and customer service skillsProficiency working with detailed data and reconciliation processes