Randstad Tax Associate in Charlotte, North Carolina

Tax Associate


Charlotte, NC Salary:

US$ 25 per hour Date Posted:

Tuesday, October 4, 2016

Job Type:


Reference #:


Questions? 704.972.3770.


Randstad Finance & Accounting

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Tax Service Center Associate

Fort Mill, SC

4-5 Month Contract

We are currently seeking Tax Service Center associates. This in-bound call center team is dedicated to servicing the needs of financial advisors. You will take a consultative approach to problem solving complex scenarios by taking ownership, partnering effectively with internal customers and being empowered to deliver solutions.

Specific responsibilities include:

  • Research complex situations, set customer expectations, and define the actions necessary to resolve the situation

  • Assume ownership of the inquiry and see it through to a timely resolution

  • Complete operational tasks including data input

  • Communicate with internal departments to improve processes and timely processing

  • Actively participate in customer service training and other training to remain current with operational policies and procedures

  • Communicate operational and financial industry policies and procedures.

  • Work to accommodate resolution outside of normal procedures when necessary.

  • Utilize management for guidance when dealing with an escalation in order to work through and resolve the escalation while keeping ownership.

  • Assist in the resolution of escalated issues.


  • Familiar with finance related topics including but not limited to: Mutual Funds, Stocks, Dividends, Capital Gains, Cost Basis

  • 1+ year of financial services experience required

  • Investment services with a broker dealer (TIAA Creff, VanGuard, Fidelity, MetLife, etc...) preferred

  • Strong knowledge of Tax related material (1099 Consolidated, 1099r, 5498, IRS Publication 590, etc)

  • Service Call Center or other customer service experience preferred

  • Strong MS Office skills, Beta experience preferred

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