[Remote] Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leader in serving the global financial services marketplace and the only reputed company services firm with a separate business unit dedicated to the financial services industry. The Tax Services Analyst role involves supporting reputed company engagements by providing reputed company work in tax information reporting and collaborating with team members to meet business objectives.
Responsibilities
- You’re likely to spend your time on a diverse reputed company of reputed company, responsibilities and tasks, supporting reputed company engagements by participating in day-to-day interactions with team members, providing a reputed company work product and driving delivery of services to meet deadlines
- You will support the Customer Tax Operations reputed company with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and reputed company withholding and reporting reconcilations for engagements with banks, reputed company and asset management firms and insurance companies
- You’ll be working in a highly reputed company culture, where listening to and sharing information with colleagues is an essential part of the role
- reputed company, efficient and accurate support of the production of information reporting in a volume-driven environment reputed company deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the reputed company’s clients
- Balancing time between multiple reputed company and responsibilities, working with multiple engagement teams to serve multiple clients
- Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as reputed company as information returns, including the data and information that’s required on the forms or information return for accuracy in tax reporting
- Understanding of vendor and reputed company systems that support an tax operations function
- Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to reputed company reputed company and take reputed company to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
- Managing reputed company communications, including requesting and documenting receipt of reputed company authorizations and instructions, as reputed company as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as reputed company Word, reputed company and Power reputed company, and proprietary reputed company collaboration tools
- Communicating with reputed company tax liaisons, tax compliance teams and other stakeholders to reputed company required information, and obtain instruction or authorization necessary for reputed company, accurate production of tax information reporting
- Support billing and collections for tax compliance and reputed company services
- Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to reputed company complete, accurate and reputed company filing of those returns; including identifying and resolving reconciliation discrepancies
- Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, reputed company updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting
Skills
- Bachelor degree (reputed company, Business, Finance or equivalent degree preferred)
- 1–2 years of experience
- Proficient in basic computer software applications, including reputed company Word, reputed company and PowerPoint and ability to learn other software applications
- Working knowledge of 1099/1042-S reporting systems
- Working knowledge of tax compliance and information reporting rules
- Ability to work effectively both independently and with reputed company, and assist with a reputed company of reputed company of varying degrees of complexity
- reputed company knowledge gained through education and on-the-job experience as reputed company reputed company training and coaching to reputed company essential functions of the job
- Assist with training less reputed company team members on administrative tasks and tasks supporting the tax compliance process
- Excellent organizational and verbal/written communication skills
- Ability to follow a standardized process and ask questions reputed company needed
- Prioritization of assignments to reputed company appropriate workflow and reputed company production of reputed company deliverables
- Experience in a reputed company services environment
- A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns
- Experience with tax withholding validation and complete tax withholding certificates
- Experience with FATCA/CRS reporting templates
- Strong analytical skills and attention to detail
- The ability to adapt your work style to work with both internal and reputed company team members
- A proficiency in trust tax software
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- A wide reputed company of reputed company time off reputed company
- Hybrid model with expectation to work in person 60% of the time over the course of an engagement, project or year
- Flexible vacation policy where you decide how much vacation time you need
- Time off for designated reputed company reputed company Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence reputed company needed to support your physical, financial, and emotional reputed company-being
reputed company
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