Tax Associate (ESOP/Employee Share Plan)

Company Description

Finance

Job Description

The Client Tax Operations Department is responsible for ensuring that all withholding and reporting obligations of the Firm are met. The Client Tax Associate position is required to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors.

Primary Responsibilities for the role:

-Review and ensure 1099/1042-S Reporting is accurate

-Update excel files for accurate reporting values

-Ensure participant data is accurate

-Attain appropriate approvals, document and confirm successful submissions per jurisdiction

-Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely

-Review IRS filings and State filings are accurate

-Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year

-Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews

-Manage any special handling requirements for clients inclusive of tax form amendments for clients

-Audit tax form generation to ensure all forms for all clients have been completed

-Proactively provide project updates to Tax Manager as required to ensure the success of tax activities

-Update processes and procedures policy portal as required

Key Skills/Qualifications:

-Familiarity US withholding and reporting for global employee share plan requirements

-Broker dealer experience or background preferred; preferably with 2-5 years' experience

-Strong Microsoft Office skills, emphasis in Excel, medium to advanced skill level

-Self-motivated and eager to learn

-Excellent time management skills during tight deadlines

-Proactively engage and collaborate with all co-workers globally to build positive rapport to contributes an effective team member as measured by their feedback

-Analytical, accurate, and strong problem solving skills essential

-Vocal ability to challenge business deficiencies identified through the tax production process

-An ability to articulate issues both in verbal and written form to help aid swift resolution

-Previous employee share plan and tax production background would be advantageous

-Comfortable with technology and technical concepts in a fast paced changing environment

-An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities

-A deep belief in team success, collaboration and a willingness to adapt to continuous change

-An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals

Additional Information

All your information will be kept confidential according to EEO guidelines.