- Tax form validation including W-9/W-8 forms, as well as other supporting documents
- Annual W-8 recertification or remediation
- Daily tax withholding analysis and reconciliation, including FATCA, NRA, and Backup
- Maintenance of reporting obligations, submission deadlines, and legal requirements
- Communicate with account representatives to resolve withholding and/or reporting issues
- Tax year-end reporting, including Form 1099/1042S, as well as filing returns 945/1042/8966
- Process W-8IMY Intermediary Allocation, and Withholding Statements
- Facilitate B/C Notices and liaise with Corporate Tax to abate any penalty notices
- Assist in the development of evaluation and migration of unremediated tax processes/deliverables
- Perform surveillance by reviewing exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework
- A Bachelor's degree
- 1-4 years experience with Tax, Compliance, Accounting, or Audit backgrounds
- Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations including; FATCA Chapter 3/4/61, CRS, 871m/305c, and 1099/1042s reporting
- Fluency in English; fluency in additional languages considered a plus
- Experience working within Financial Services, or Consulting (big 4)
- Excellent interpersonal and organizational skills
- Microsoft Office; intermediate to advanced
- Knowledge of Tax software, such as Broadridge ADP, IMPACT, Markit CTI TFV, 1099PRO, and Sovos, considered a plus
- Strong Project Management skillsets; understanding of waterfall and agile principles
- Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management. Not required, but considered a plus
-
Analyst, Investment Operations
1 week ago
Prudential Tampa, United StatesJob Classification: · Investment Management - Investment Operations · A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE · As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful ...
-
Ta Operations Analyst
2 weeks ago
Quest Diagnostics Tampa, United StatesOverview: · Quest Diagnostics is seeking a creative and analytical Talent Acquisition Operations Analyst with a passion for analytics and storytelling to join our team. This role will play a crucial part in supporting our Talent Acquisition (TA) Center of Excellence (COE) by extr ...
-
Etf Operations Analyst
2 weeks ago
Citi Tampa, United StatesPCF file preparation, including reviewing the relevant component stocks, quantity and prices · - ETF creation and redemption order processing for primary market · - ETF creation and redemption settlement arrangement, both in cash and in kind · - ETF units settlement arrangement a ...
-
Operations Analyst- Level 2
2 weeks ago
General Dynamics Information Technology Tampa, United StatesType of Requisition: · Regular · Clearance Level Must Currently Possess: · Top Secret/SCI · Clearance Level Must Be Able to Obtain: · Top Secret/SCI · Suitability: · Public Trust/Other Required: · None · Job Family: · Military Operations · Job Qualifications: · **Skills**:Leaders ...
-
Kyc Operations Assoc Analyst
2 weeks ago
Citi Tampa, United StatesThe KYC Operations Assoc Analyst is an entry-level position responsible for participating in Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role ...
-
Operations Client Services, Analyst
15 hours ago
MUFG Bank, Ltd. Tampa, United States**Do you want your voice heard and your actions to count?** · Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organizati ...
-
Citi Tampa, United StatesThe KYC Operations Intmd Asc Anlst is an entry-level position responsible for participating in Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this rol ...
-
Bpo Hc and Insurance Operations Analyst
6 days ago
NTT DATA Tampa, United States**Req ID**: 278442 · We are currently seeking a BPO HC and Insurance Operations Analyst to join our team in Lincoln, Nebraska (US-NE), United States (US). · This position is eligible for company benefits including medical, dental, and vision insurance with an employer contributio ...
-
Operations Analyst I
2 weeks ago
The State of Florida Temple Terrace, United StatesRequisition No: 826688 · Agency: Environmental Protection · Working Title: OPERATIONS ANALYST I · Pay Plan: Career Service · Position Number: · **Salary**: $34, $39,641.28 annually (commensurate with experience) · Posting Closing Date: 04/25/2024 · **Total Compensation Estimato ...
-
Operations Analyst
2 weeks ago
Naked Farmer Careers Tampa, United StatesJob Description · Job DescriptionOPERATIONS ANALYST · Naked Farmer Support · Naked Farmer is looking for a dynamic Operations Analyst to work across the organization to drive value. This role will be exposed to many moving parts of our restaurant group and will be a critical, str ...
-
Operations Analyst
1 week ago
Naked Farmer Careers Tampa, United StatesOPERATIONS ANALYST · Naked Farmer Support · Naked Farmer is looking for a dynamic Operations Analyst to work across the organization to drive value. This role will be exposed to many moving parts of our restaurant group and will be a critical, strategic thought partner, working ...
-
Operations Analyst
1 week ago
Lukos Tampa, United StatesOperations Analyst · Minimum Qualifications Summary · Certification & Education MA/MS degree Required · Experience RequiredMinimum 10 years experience required · Job Objective · The Operations Analyst will support the Office of the Chief Data Officer (OCDO) with its core miss ...
-
Financial Operations Analyst
2 weeks ago
Avantus Federal Tampa, United StatesSupports strategic objectives, missions, and modernization development efforts of a DOD organization using knowledge and experience from the commercial finance or banking sectors. Responsibilities Promulgates threat management plans and develops miss Operations Analyst, Operation ...
-
Tax Operations Analyst
5 days ago
MUFG - Mitsubishi UFJ Financial Group, Inc. Tampa, United StatesThe Client Reporting Operations team is seeking a candidate that is ambitious and enjoys taking on exciting new challenges. The ideal candidate thrives in a fast-paced environment, collaborates with cross-functional teams, promotes critical thinking, Operations Analyst, Operation ...
-
Banking Operations Analyst
1 week ago
Motion Recruitment Tampa, United StatesJOB Details: · Job title: Banking Operations Analyst · Duration: 12+ Months · Location: Tampa FL · What You Will Be Doing · Input/approve transaction requests based on instructions provided by clients. · Perform various activities to support vault operations including but not l ...
-
Security Operations Analyst
2 weeks ago
ALVAREZ & MARSAL INC Tampa, United States· Security Operations Analyst, Global Security Office · Location - Tampa, Florida or London, UK offices · Total Experience Desired: 4+ years · We are seeking an experienced Security Operations Analyst to join the Global Security Office (GSO) team based in our Tampa, FL or Lo ...
-
Analyst, Operations Performance
3 weeks ago
Avalon Administrative Services, LLC dba Avalon Healthcare Solutions Tampa, FL, United StatesAvalon Healthcare Solutions, headquartered in Tampa, Florida, is the world's first and only Lab Insights company, bringing together our proven Lab Benefit Management solutions, lab science expertise, digitized lab values, and proprietary analytics to help healthcare insurers proa ...
-
Tax Operations Analyst
3 weeks ago
MUFG Tampa, United States**Do you want your voice heard and your actions to count?** · Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organizati ...
-
Operations Cyber Analyst
2 weeks ago
Jacobs Tampa, United StatesYour Impact: · Challenging Today. Reinventing Tomorrow. · We're invested in you and your success. Everything we do is more than just a project. It's our challenge as human beings, too. That's why we bring a thoughtful and collaborative approach to every one of our partnerships. · ...
-
Financial Operations Analyst
2 weeks ago
QinetiQ Tampa, United StatesCompany Overview · We are a world-class team of professionals who deliver next generation technology and products in robotic and autonomous platforms, ground, soldier, and maritime systems in 50+ locations world-wide. Much of our work contributes to innovative research in the fie ...
Tax Operations Analyst - Tampa, United States - MUFG Bank, Ltd.
Description
Do you want your voice heard and your actions to count?Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Job Summary:
The Client Reporting Operations team is seeking a candidate that is ambitious and enjoys taking on exciting new challenges. The ideal candidate thrives in a fast-paced environment, collaborates with cross-functional teams, promotes critical thinking, and is a natural problem solver. The role involves aspects of Accounting, Compliance, Corporate Finance, Tax, and Risk Management. In order to support the day-to-day operations, the Analyst will oversee and participate in a variety of imperative work-streams; Tax Documentation, Tax Withholding, Tax Reporting, Operational Process Improvements, and Technology Product Management. The candidate will be expected to balance Production responsibilities and be comfortable driving/executing organizational change strategy to better serve our clients. The Tax Analyst position will report directly into the Vice President of Client Reporting Operations
Responsibilities:
MUFG Benefits Summary
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.