Tax Specialist
Listed on 2026-09-13
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Finance & Banking
Regulatory Compliance Specialist, Financial Analyst, Financial Compliance, Risk Manager/Analyst
LHH Recruitment Solutions is seeking a Tax Analyst at our top tier banking client in Jacksonville, Florida.
Qualified candidates will have experience with tax operations within a brokerage, investment banking, or financial services environment, particularly those supporting U.S. Information Reporting & Withholding (IRW) functions. Ideal candidates will have hands-on experience with 1
042-S and 1099 reporting, FATCA, Chapters 3, 4, and 61 regulations, and withholding tax processes, along with the ability to investigate and resolve complex tax-related issues.
Individuals who have supported Prime Brokerage, Global Markets, Securities Operations, or Client Tax Services teams, demonstrated strong attention to regulatory controls and risk management, and regularly interacted with internal stakeholders and clients to address tax inquiries, escalations, and reporting requirements.
Strong analytical skills, experience with metrics and quality assurance reporting, and the ability to navigate cross-functional and global environments are also important indicators of success in this role.
Description:This job is responsible for the analysis and resolution of tax operations processes and issues that require coordination of multiple stakeholders.
Key Responsibilities:- Perform US IRW Tax Withholding and Reporting function
- Service tax related client inquiries and escalations particularly for the Prime Brokerage business
- Liaise with associates at all levels across global locations
- Participate in ad hoc projects for new processes, regulatory & industry initiatives
- Compile metrics and quality assurance results with a high degree of focus on regulatory controls
- Adhere to defined procedures and regulatory requirements
Education:
- Bachelor's degree or experience in equivalent field
Equal Opportunity Employer/Veterans/Disabled
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Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.
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