New York, NY
Experience with tax forms or tax compliance (financial services), strong communication skills, strong technical skills (Excel).
Client US Operations Tax Compliance (OTC) group is a cross-divisional operational team which supports Retail, Institutional, and Corporate business lines. OTC is responsible for ensuring compliance with IRS & State Regulations relating to US tax withholding, reporting, and filing obligations across Client's Retail and Institutional-based clients and legal entities.
At a minimum, the successful candidate will:
o support administration and management of the firm's Compliance Program performing documentation, withholding and reporting testing and assist with the evaluation of Tax Operations processes and firm systems,
o provide full project management support on select OTC initiatives
o maintain our risk and controls portfolio,
o perform UAT testing for system upgrades, defect fixes, and phased regulatory functionality.
Your Experience and Skills
" a Bachelor's degree
" 2-4 + years of relevant experience in Financial Services
" excellent verbal and written communication skills, with the ability to persuasively communicate complex issues succinctly and clearly
" strong project management skills
" a strong work ethic and attention to details
" solid analytical and problem solving skills
" an advanced proficiency in MS Excel, PowerPoint, Visio and Word
" willing to learn, and able to balance a diverse work-load with multiple deadlines
" highly organized with the ability to prioritize and think critically
" flexible and capable of prioritizing based on business demands
" team-oriented with strong interpersonal skills reliable and resilient