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    Junior Tax Analyst - New York, United States - Russell Tobin

    Russell Tobin
    Russell Tobin New York, United States

    2 weeks ago

    Russell Tobin background
    Description

    Job Description

    Job Description

    Russell Tobin is looking to hire a Junior Tax Analyst based in New York, NY for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

    Job Title: Junior Financial Analyst / Junior Tax Analyst

    Location: New York, NY 10004

    Duration: 12 months contract

    Pay Range: $23/hour to $25.88/hour

    Role is Hybrid and will require in office attendance 3 days/week.

    Job Description:
    Background on the Position

    Tax Operations is seeking an experienced individual to support Client Service Tax team. This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines, and demanding client base. The position requires exceptionally strong organization, process, and people management skills. In addition, this role requires excellent collaboration, execution, and communication (written and verbal) skills.

    Primary Responsibilities

    This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, withholding, change in circumstance and reporting. The ideal candidate has prior tax experience and Must be familiar with all aspects of tax operations.

    The candidate will have extensive interactions with internal stakeholders within various Business Unit Account Managers, all levels of various Branches, Financial Advisors and colleagues outside of Tax Operations (e.g Client Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to collaborate with the team(s), propose and ensure implementation of solutions.

    Skills Required

    Tax knowledge related to year-end tax reporting for 1099's and 1042-S forms and documentations (W8Ben, W8Bene, W8IMY, W8Exp, W8 ECI and W9)

    Highly skilled in customer service, ability to work independently

    Ability to work nights and weekends during the months of Jan to April (tax season) and as needed - Soft skills as they will be on the phones with FA/CSAs

    Eagerness to learn and ability to analyze issues and escalate High Level Primary Responsibilities which include assisting Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses

    Processing daily reconciliation and adhoc break report reviews

    Assisting in creating and reviewing audit procedure documentation-Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting

    Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements

    Proficiency with Excel and relevant computer programs is required

    Qualifications

    Bachelor's Degree

    Prior experience in the Financial Industry is HIGHLY preferred.

    Understanding of client service, process controls, with the ability to learn internal systems quickly

    Superior Communication Skills, both oral and written

    Ability to work independently well within a team environment

    Excellent Time Management, interpersonal, and problem-solving skills

    Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm

    Attention to detail and quality of work

    Ability to consistently exercise sound and decisive judgment

    Commitment to personal development

    Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

    Company Description

    Russell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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