Accountant Mid Level
New York, NY
-Collect metrics, perform documentation, withholding and reporting testing on Tax Operations and firm systems.
-Perform UAT testing for system upgrades, defect fixes, and phased regulatory functionality. Assist in monitoring and maintaining FATCA, QI, QDD status for applicable firm legal entities; maintain registrations with the IRS, manage the creation and distribution of firm tax form requests.
-This includes registering or deregistering legal entities in the IRS FATCA and QI/QDD portals, preparing W-8/W-9 tax forms for third parties and reconciling legal entity reports among various systems.