Accountant Mid Level

New York, NY

Post Date: 06/12/2017 Job ID: 9847344 Industry: FIN Consulting
Brokerage US Tax Operations is a cross-divisional operational utility that supports Retail, Institutional, and Corporate business lines. Tax Operations is responsible for ensuring compliance with IRS & State Regulations related to US tax withholding, reporting, and filing obligations across Brokerage's Retail and Institutional based clients and legal entities. Tax Operations works closely with senior Business Unit representatives and Financial Advisors, providing an in-depth client service role to insure that all tax related inquiries are addressed on a timely basis.

Tax Operations is seeking an Associate to help facilitate Tax Withholding across various business units, including Prime Broker, International Wealth Management, Swaps, Commodities, Syndicated Loans. The role will report to a Director within US Tax Operations based in New York City. This is a challenging position that requires strong organizational, processing and communication skills.

The successful candidate will operate across all business units and functional areas within the firm and possess the following skills:
- Ability to operate across functional areas; including operations, technology, risk, and tax
- Organized and detail oriented
- Ability to operate in fluid environment with tight deadlines

Primary Responsibilities:
- Daily NRA, FATCA, BACK-UP tax withholding analysis and reconciliation
- Dealing with account representatives in resolving various tax withholding and reporting issues
- Maintenance of reporting obligations, jurisdictional requirements, and submission deadlines
-Processing Year-End Income Reclassification

Qualifications/Skills Required

- Ability to multitask and take ownership of complex issues
- Attention to detail and meeting deadlines
- Excellent verbal and written communication skills
- Good analytical and problem solving skills
- Comprehensive understanding of Microsoft Excel
- A good understanding of Operations, Technology, & Risk
- Advanced MS Office skills, including MS Project/ MS Powerpoint

Laura Mayland


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