Tax Analyst

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Apply today and embark on an exciting career with a Fortune 500 firm in Commercial Investment Banking!

As one of the oldest and most reputable financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients, we are seeking a Investment Tax Analyst to join a Fortune 100 Commercial Investment Bank! Their history spans over 200 years and today they are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

DESCRIPTION

Tax Operations - Global Shares Team

RESPONSIBILITIES

• Ensure consistency in information reporting practices within accounting systems.
• Prepare and maintain procedure documentation.
• Mapping process flow for transaction information and recipient information for CIB clients.
• Prepare communication on status of tax document preparation, progress, accuracy, and correction, and present to Management.
• Maintain metrics on account filings and corrections.
• Research, communicate, and resolve questions for key stakeholder(s).
• Perform preliminary checks on tax reporting information, before Tax Season and Print Day validations.
• Assist in overall needs of the team and provide support in areas of specialty as well as during peak periods.

QUALIFICATIONS

• 3-6 years of US Tax experience (FATCA, 871M, withholding)
• Financial Services/Banking experience (Custody product knowledge a PLUS)
• Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Reconciliation
• College degree or relevant work experience
• Ability to perform tax reconciliations
• Project Management/Analytic experience
• Demonstrated Communication skills with Senior Management
• Ability to adhere to procedures, controls, and deadlines.

Reporting Specifics:

• AEOI – FATCA and CRS reporting for an entity regarded as a custodial financial institution
• 1042S reporting
• T5/T5008 reporting (Canada)
• W form validation, US Indicia and the subsequent application of back up withholding
• 1099 B and 1099 Div reporting as well as 1099 copy to IRS filing

Nice-to-Have

• Alteryx, Visual Basic, or other technical skills a PLUS
• Familiarity with internal custody systems a PLUS

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

• Seniority level Associate

• Employment type
  
  Full-time

• Job function
  
  Finance, Analyst, and Accounting/Auditing
• Industries Investment Banking, Capital Markets, and Financial Services

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Medical insurance

Vision insurance

401(k)

Disability insurance

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