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Ops Professional MKTS - Tax Operations - New York, NY

New York, New York

Job Description:

Ideal candidate has knowledge of current US tax regulations and laws, tax return preparation (informational reporting a plus), and tax research experience. The associate would be responsible for meeting all IRS and reporting deadlines and meeting all internal objectives. Ensuring compliance with all aspects of applicable tax regulations, advising management of tax risks and monitoring tax code changes and implementing any required process changes.

Responsibilities:

  • Candidate must have familiarity with IRS Regulations pertaining to Chapters 3, 4 and 61 withholding.
  • Demonstrate outside the box thinking to resolve complex tax challenges.
  • Support annual withholding and reporting compliance requirements for IRS Ch. 3/4/61 withholdings.
  • Provide ad hoc support to various internal stakeholder teams to ensure appropriate tax reporting.
  • Analyze data and perform tax research as needed.
  • Ability to multi-task and thrive in a fast paced environment.

Enterprise Role Overview:

Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.

Required Skills: (Must have these skills to be minimally qualified)

  • Minimum of 5 years' experience in Financial Services/Banking or Tax.
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired Skills:

  • BS/BBA/BA in Accounting/Finance.
  • Previous experience with the investment banking/prime brokerage clients a plus.
  • Knowledge/Experience of tax referential data elements and corresponding systems a plus.
  • Knowledge of US tax regulations and laws a plus.
  • Experience with project management a plus.
  • Knowledge of and experience with operations risk and control.
  • Experience working on and implementing tax/regulatory initiative projects a plus.

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Ideal candidate has knowledge of current US tax regulations and laws, tax return preparation (informational reporting a plus), and tax research experience. The associate would be responsible for meeting all IRS and reporting deadlines and meeting all internal objectives. Ensuring compliance with all aspects of applicable tax regulations, advising management of tax risks and monitoring tax code changes and implementing any required process changes.

Responsibilities:

  • Candidate must have familiarity with IRS Regulations pertaining to Chapters 3, 4 and 61 withholding.
  • Demonstrate outside the box thinking to resolve complex tax challenges.
  • Support annual withholding and reporting compliance requirements for IRS Ch. 3/4/61 withholdings.
  • Provide ad hoc support to various internal stakeholder teams to ensure appropriate tax reporting.
  • Analyze data and perform tax research as needed.
  • Ability to multi-task and thrive in a fast paced environment.

Enterprise Role Overview:

Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.

Required Skills: (Must have these skills to be minimally qualified)

  • Minimum of 5 years' experience in Financial Services/Banking or Tax.
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired Skills:

  • BS/BBA/BA in Accounting/Finance.
  • Previous experience with the investment banking/prime brokerage clients a plus.
  • Knowledge/Experience of tax referential data elements and corresponding systems a plus.
  • Knowledge of US tax regulations and laws a plus.
  • Experience with project management a plus.
  • Knowledge of and experience with operations risk and control.
  • Experience working on and implementing tax/regulatory initiative projects a plus.

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21047727

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Viviana Renshaw

Referral Bonus:

0

Street Address

Primary Location:
222 BROADWAY, NY, New York, 10038