Full Job Description
The student intern will primarily provide direct customer service by phone to answer questions and resolve issues for NYSTRS members related to tax withholdings and Form 1099-R. Additionally, the intern may work on tasks related to cash management and vendor maintenance as well as project tasks related to abandoned funds.
Minimum QualificationsCandidates must be full-time college students enrolled as a senior or junior in undergraduate school or a graduate student majoring in one of the following programs: business, finance, accounting, or public administration.
- Commitment to providing exceptional customer service
- Excellent communication skills
- Excellent interpersonal skills
- Ability to work with Windows-based computer applications
- Organizational skills
- Experience using Microsoft Word and Excel
- Understanding of personal income tax
- Willingness to communicate with members via the phone
EEO StatementNYSTRS is an equal opportunity employer. We are committed to fostering an inclusive environment where diversity is valued and recognized as a source of strength and enrichment. We seek to attract talented people from a diverse range of backgrounds and cultures, and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
The student intern will be responsible for the following duties:
- Process W-4P/Fin 149 forms daily
- Process returned 1099-R forms
Assist with responding to phone calls received on the 1-800 tax line including:
- Reprinting 1099’s
- Mailing requested forms
- Advising member of tax status
- Reviewing and advising member of their pension amount and monthly deposit
- Receive and distribute incoming mail
- Research addresses and any additional information needed to respond to inquiries
- Respond to e-mail request for 1099-R reprints
- Cash application for checks received
- Perform maintenance of the vendor master file
- Assist in abandoned funds database maintenance project
Special Instructions to Applicants
The department is seeking a student intern to work 15-20 hours per week. Working hours are flexible in order to accommodate a student’s class schedule; however they must be during the System’s normal business hours.