Client Tax Associate

Job in New York, New York County, New York, 10261, USA

Listing for: JobDiva, Inc.

Full Time, Part Time position
Listed on 2026-10-07

Job specializations:

Finance & Banking
Tax Accountant, Financial Reporting, Financial Compliance, Financial Analyst
Accounting
Tax Accountant, Financial Reporting, Financial Compliance, Financial Analyst

Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR

At-a-Glance:
Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Client Tax Associate.
Position Type:

Contract
Hybrid - 3 days a week onsite, 2 days a week WFH.

Required:

Familiarity with Canadian, UK, and Australia reporting for global employee share plan requirements.
Self-motivated with excellent time management skills during tight deadlines.
Proactive in engaging and collaborating with global co-workers to contribute as an effective team member.
Strong analytical, accurate, and problem-solving skills.
Ability to challenge business deficiencies identified through the tax production process.
Effective communication skills to articulate issues both verbally and in writing.
Comfortable with technology and technical concepts in a fast-paced environment.
Ability to work independently and handle multiple assignments concurrently.
2–5 years of experience in Tax Operations, Financial Services, Brokerage Operations, or Tax Reporting.
Experience with tax reporting, tax filings, data analysis, and regulatory reporting.
Proficiency with Canadian tax forms (T5008, T3, T5), CRA reporting, Share works, Stock Plan Administration, UK/Australia tax reporting, and Excel.

Preferences:

Bachelor's degree in Finance, Accounting, Business, or related field.
Previous employee share plan and tax production background.
Aptitude for learning quickly with a solid understanding of the Internet, e-commerce, and equities.
Deep belief in team success, collaboration, and adaptability to continuous change.

Responsibilities:

Ensure all withholding and reporting obligations of the Firm are met.
Perform data reviews, tax forms, and interact with internal and external clients and vendors.
Review and ensure accuracy in Canadian Tax Reporting (e.g., T5008, T3, T5).
Update Excel files for accurate reporting values.
Ensure participant data accuracy and manage tax filings and reporting for Corporate Clients.
Review CRA and MRQ filings for accuracy.
Contribute to the annual tax production project plan.
Perform required testing on tax forms issued from Share works.
Manage special handling requirements for clients, including tax form amendments.
Audit tax form generation to ensure completion for all clients.
Provide project updates to the Tax Manager as required.
Update processes and procedures policy portal as needed.