TAX OPERATIONS ANALYST

Financial Services Firm located in NYC seeks Tax Operations Analyst

PURPOSE OF JOB

1  Manage all client account tax reporting for Operations

2  Document and maintain procedures and processes for US withholding/reporting purposes

3  Adhere to all IRS rules and regulations

4  Execute business and regulatory compliance responsibilities relating to Tax Operations

5  Manage and train staff

MAJOR ACCOUNTABILITIES

1  Manage the day to day Tax process

2  Responsible for all tax reporting and filings with the IRS

3  Ensure compliance with current and future tax requirements

4  Write Tax Operations departmental procedures

5  Handle the ongoing compliance with IRS Cost Basis reporting regulations

6  Tax Analysis of Corporate Action data

COMPLEXITY OF POSITION (Knowledge/Skills/Competencies required to successfully perform the accountabilities):

Strong knowledge of IRS rules and regulations. Familiarity with Form W-9, all Forms W-8, 1099 and 1042S tax forms.

Full knowledge of Aspire and TMS tax systems

Experience with regulatory audits and reporting

Ability to convey tax rules, regulations and processes to Operations and the Business.

Ability to manage staff, ensuring all processes are being done in a timely and accurate manner

Strong communication skills

Strong problem solving skills

For immediate consideration contact:

James Byrnes

jim@assetstaffing.com  

212-430-1060