TAS Specialist

Our client, a financial services organization, is seeking a Tax-Advantaged Solutions (TAS) Specialist to join their team. As a Tax-Advantaged Solutions (TAS) Specialist, you will be part of the TAS department supporting day-to-day retirement and tax-advantaged account administration. The ideal candidate will have strong attention to detail, a customer-focused mindset, and the drive to learn complex compliance rules, which will align successfully in the organization.

Job Title: Tax-Advantaged Solutions (TAS) Specialist

Location: Raleigh, North Carolina (On-site at Hillsborough St; TAS is on-site M-F)

Pay Range: $34

What's the Job?

• Serve as a first point of contact for member and branch inquiries related to IRAs, HSAs, and other tax-advantaged accounts.
• Process routine transactions including withdrawals, account conversions, Qualified Charitable Distributions (QCDs), and recurring distributions.
• Perform quality control reviews to ensure account documentation, beneficiary information, and system records meet compliance requirements.
• Reconcile general ledger (GL) accounts and resolve transaction exceptions or processing errors.
• Support operational accuracy through audits, data validation, and ongoing account maintenance.

What's Needed?

• Bachelor's degree in Business, Finance, Accounting, Tax, or related field; OR High School Diploma/GED with 2+ years of professional office, financial services, or customer service experience.
• 2+ years of relevant experience.
• Strong Microsoft Office skills, particularly Excel.
• Excellent attention to detail, data accuracy, and basic financial/math skills.
• Ability to learn complex financial regulations and compliance requirements, with strong communication and customer service abilities.

What's in it for me?

• Work on meaningful, process-driven retirement and tax-advantaged account administration where accuracy matters.
• Build expertise in IRAs, HSAs, and employer-sponsored retirement plan administration and IRS-related compliance.
• Join a team of 3 focused on reviewing transactions and wires, quality assurance, and core validation.
• Receive structured onboarding and training to strengthen your retirement account mechanics knowledge.
• Contribute to operational excellence by supporting audits, data validation, and exception resolution.

Upon completion of waiting period consultants are eligible for:

• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k), Plus Match
• Weekly Pay

If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!

About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells.

ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands – Manpower, Experis, Talent Solutions, and Jefferson Wells –creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.