Hiring: Information Reporting Lead Analyst Company: Bessemer Trust Location: Woodbridge, NJ Job Posted Time: 2026-09-10 11:00:06 Employment Type: Remote Target Skills & Keywords : AI, Jira, Microsoft Excel, PL/SQL, R, Regulatory Compliance, SQL, Salesforce, Wealth Management About the job Experience: •7+ years of financial services operations experience, with significant expertise in non-resident alien withholding and Form 1042-S reporting. •119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family. Required Skills: •Own year-end Form 1042-S reporting end-to-end, ensuring compliance with IRS nonresident alien withholding and reporting requirements, including withholding rate determination, treaty benefit validation, and monitoring related regulatory developments. •Serve as the firm's subject matter expert on Chapter 3/Chapter 4 (FATCA) withholding, documentation requirements (Forms W-8), and nonresident client tax reporting matters. •Support 1099 series year-end reporting as a secondary responsibility, ensuring compliance with domestic IRS reporting requirements. •Lead tax-related reconciliations, data validation, issue resolution, and control activities to ensure 1042-S reporting accuracy and operational integrity. •Drive automation and process transformation initiatives that improve scalability, data quality, operational efficiency, and control effectiveness, leveraging firm-approved analytics, automation, and artificial intelligence tools. •Provide guidance on the tax reporting implications of corporate actions, income distributions, and other complex client events, with particular attention to cross-border and nonresident withholding considerations. •Partner across business, operations, technology, and external stakeholders to support 1042-S reporting initiatives, resolve complex issues, and provide tax reporting guidance to internal partners and clients. •Participate in system implementations, upgrades, testing, and strategic initiatives impacting tax operations. Qualifications: •5-7+ years of financial services operations experience, with significant expertise in non-resident alien withholding and Form 1042-S reporting. •Strong knowledge of Form 1042-S, Chapter 3/Chapter 4 (FATCA) withholding rules, tax treaty benefits, Form W-8 documentation validation, and IRS reporting requirements. •Solid functional working knowledge of Form 1099 series reporting. •Advanced Microsoft Excel skills, with working knowledge of SQL and VBA (a plus). •Excellent analytical, organizational, communication, and problem-solving skills. •Demonstrated capacity to manage multiple priorities and collaborate effectively across a diverse stakeholder group. •Bachelor's degree in Finance, Accounting, Business, or a related field. •Supporting operational risk, controls, audit, or regulatory examinations, particularly related to nonresident withholding. •Active participation in industry organizations such as SIFMA. •Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel. Compensation: •$100,000 - $130,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!