Cash Control and Revenue Specialist

Summary

Join Forge as a Cash Reconciliation and Control Specialist and play a vital role in facilitating daily banking activities, reconciliations, and all processes related to IRS tax reporting. You will track and facilitate federal and state tax withholding payments, complete tax filings, research and monitor tax regulations, perform daily bank account activities and reconciliations, and support team members through training. Maintain thorough procedural documentation, identify procedural gaps, and suggest controls to mitigate losses and errors. Provide support for fee payment reconciliation and invoice processing, processing and reconciliation of publicly traded stocks and mutual funds, and accurately applying investor dividends. This position requires strong attention to detail, a deadline-driven approach, and 2+ years of financial services experience. The ideal candidate will possess IRA/Retirement Plan knowledge and tax processing experience.

Requirements

• Strong attention to detail
• Deadline-driven with accurate results
• 2+ years of financial services experience
• Proficient in Microsoft Office, particularly Excel
• Ability to use critical thinking with proven results
• Excellent verbal and written communication skills
• Must be able to sit and/or stand for long periods of time in an office or home office setting while working

Responsibilities

• Track and facilitate federal and state tax withholding payments per applicable schedule
• Complete tax filings timely and accurately based on the state requirements
• Research and monitor suitable federal and state tax regulations to maintain compliance
• Perform daily tax bank account activities and reconciliation
• Support other team members through training and answering questions
• Maintain thorough procedural documentation and identify procedural gaps/risks and suggest controls to mitigate losses and error
• Provide support for fee payment reconciliation and invoice processing
• Processing and reconciliation of publicly traded stocks and mutual fund trades and accurately applying investor dividends
• Assist in other functions as assigned

Preferred Qualifications

• IRA/Retirement Plan knowledge
• Tax processing

Benefits

Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan