Tax Documentation - Analyst

Job highlights

• Bachelor s degree in accounting,finance,or business administration.
• Basic Qualifications & Preferred skills
• Preferred Qualifications
• Prior Tax Operations related work experience or understanding of broker / dealer tax obligations.

Job Summary

Our Impact

Tax Operations analyses and supports the activities, operations, reporting obligations and transactions of the firm s business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firm s success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.

The team is responsible for maintaining the integrity of the firm s compliance with reporting authorities around the globe and managing related inquiries from a variety of the firm s businesses across established and emerging markets. Day-to-day team functions includes tax reclaim facilitation for clients on dividend/interest withholding, tax documents issuance to clients, tax relief documentations, booking of transaction taxes etc. The team also provides critical subject matter expertise and functionally-aligned support during the design, testing and implementation of related systems and processes. The team capitalizes on opportunities to optimize procedures and build scalability through data analytics and efficient use of technology.

How You Will Fulfil Your Potential

• Develop deep subject matter expertise in relevant tax systems, procedures and requirements
• Gain a comprehensive understanding of multiple business lines across the firm in a role offering broad exposure to many divisions and groups
• Use your inquisitive mindset to identify control weakness, mitigate risk, improve client experience and further process automation
• Provide team support, foster team development
• Risk management through ongoing assessment and awareness of the tax regulatory environment and the firm s adherence to applicable tax reporting obligations
• Identify opportunities for process improvements and application of technology best practices

Basic Qualifications & Preferred skills

• Ability to prioritize workload to drive results, solve problems and take accountability for deadlines / outcomes
• Thrives in a team environment, possesses strong interpersonal, verbal and written communication skills
• Remains composed under pressure, prioritizes and makes decisions in a fast-paced environment with risk mindset
• Accuracy and attention to detail; flexible, proactive and a self-starter
• Analytical thinker with the ability to generate innovative ideas and translate strategy to execution
• Collaborate with other tax operations professionals, within the firm, to coordinate efforts, resolve client issues, and ensure accurate reporting.
• Proven ability to prioritize workload to drive results, solve problems and take accountability for deadlines / outcomes.

Preferred Qualifications

• Bachelor s degree in accounting, finance, or business administration
• Basic understanding about Taxation and financial products (Equities, Derivative, Bonds etc)
• Proficiency in MS Excel, SQL, Alteryx is an added advantage
• Knowledge of Foreign Account Tax Compliance Act, Nonresident Alien, and Backup withholding.
• Prior Tax Operations related work experience or understanding of broker/dealer tax obligations.
• Knowledge of FATCA tax documentation (W-8/W-9) and/or 1099/1042s reporting.
• Ability to translate regulatory guidance and design solutions for risk mitigation and fulfill compliance mandates.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.