About the Role
This position is responsible for ensuring the accuracy, compliance, and timely distribution of IRS Form 1098-T to eligible students, supporting both institutional obligations and student tax filing needs.
Responsibilities
- Review and validate student data used for 1098-T form generation
- Ensure compliance with IRS regulations and reporting deadlines
- Collaborate with financial and student services departments to resolve discrepancies
- Process corrections and reissuances of tax forms as needed
- Maintain accurate records of form distributions and responses
- Respond to inquiries from students and families regarding 1098-T details
- Support year-end reporting cycles with precision and timeliness
- Identify and escalate data inconsistencies affecting tax reporting
- Assist in auditing processes related to tax documentation
- Stay current with changes in tax code impacting 1098-T reporting
- Prepare reports for internal stakeholders on form status and metrics
- Troubleshoot system-generated errors in tax data processing
- Ensure secure handling of sensitive financial and personal information
- Follow established protocols for data privacy and institutional compliance
- Coordinate with external vendors involved in form distribution
- Participate in training and process improvement initiatives
- Maintain documentation of procedures and workflow changes
- Support organizational readiness for annual 1098-T filing season
- Verify enrollment and payment data tied to tax reporting
- Communicate proactively about potential delays or issues
- Use internal systems to track form completion and delivery
- Contribute to cross-functional projects during peak periods
- Ensure consistency across multiple campuses or locations
- Apply attention to detail in high-volume data environments
- Support accurate tax reporting for international and domestic students
Nice to Have
- Prior experience preparing 1098-T forms
- Background in accounting or tax processing
- Experience in higher education administration
- Knowledge of IRS e-file submission processes
- Familiarity with financial aid data systems
Compensation
Competitive hourly rate commensurate with experience
Work Arrangement
Remote
Team
Part of the financial compliance team within a national education organization
Filing Season Support
- Assist in preparing systems and data for annual 1098-T cycle
- Monitor processing timelines to meet IRS deadlines
- Support communication efforts to inform students about form availability
Data Integrity
- Validate student enrollment and payment records
- Flag and resolve mismatches in financial data
- Ensure alignment between institutional records and tax reporting
Not available
