Tax Processing Associate
4 weeks ago
As a Tax Processing Associate, you will be part of a dynamic team responsible for managing the firm’s worldwide taxes. Your key responsibilities will include tax compliance, financial reporting of taxes, tax planning, business advisory, and management of taxing authority examinations. This role offers broad exposure to many divisions and groups within the firm.
Your ImpactThe Tax Operations Department is responsible for maintaining the integrity of the firm’s compliance with tax reporting authorities across the globe. Your contributions will play a crucial role in analyzing new or additional regulations on fail payments, cost-basis reporting, and partnership reporting; reviewing product areas that are the focus of tax authorities; designing process set-ups to handle regulatory changes; reviewing system changes that may impact tax processes; and tax process change and improvements.
Key Responsibilities- Manage tax compliance and financial reporting for the firm’s worldwide operations.
- Perform tax planning and business advisory services to support the firm’s growth and success.
- Collaborate with the Tax Operations team to design and implement process improvements.
- Ensure accurate and timely tax processing for assets managed and in custody of the firm.
- Provide excellent client service by working closely with clients or their representatives.
To be successful in this role, you will need:
- A Bachelor’s degree with a minimum of three years of experience in financial services.
- Strong organizational skills and the ability to effectively manage competing priorities.
- Flexible and able to work well under pressure in a team environment.
- A good understanding of client types, relevant markets, products, processes, regulations, and systems required to achieve business objectives.
- Proactive and able to seek and undertake appropriate training to further enhance client / market / industry knowledge.
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