DescriptionJoin a high-performing team ensuring accurate and timely global tax processing for corporate events across 90 markets.
As a Tax Operations Associate within the Client Tax Operations Utility team you support daily tax processing for the Asset Servicing team ensuring compliance and accuracy in a fast-paced environment. You will collaborate with internal clients client service teams and relationship managers to deliver high-quality service and meet regulatory requirements. Your role demands strong capital markets knowledge effective teamwork and the ability to manage deadlines under pressure.
Job Responsibilities
- Process transactions accurately in line with Standard Operating Procedures ensuring error-free execution.
- Prepare and report cost basis transactions to the IRS and generate 1099 reports for regulators and clients.
- Adhere to FATCA and US Tax regimes maintaining compliance with all relevant regulations.
- Partner closely with extended teams within Tax Operations and other departments such as Client Services Product and Technology.
- Identify and escalate errors or exceptions promptly ensuring issues are addressed and resolved.
- Respond to queries and complaints providing clear and timely communication to stakeholders.
- Maintain audit focus in all business-as-usual activities complying with firm policies and procedures.
Required Qualifications Skills and Capabilities
- Commerce graduate with a strong academic record and minimum 3 years of work experience.
- Proficiency in Microsoft Office products including Excel Word PowerPoint and Access.
- Excellent oral and written communication skills with the ability to work under pressure and meet deadlines.
- Strong analytical skills attention to detail and the ability to resolve complex issues independently.
Preferred Qualifications Skills and Capabilities
- Ability to quickly grasp new concepts and procedures.
- Effective problem-solving and time management skills.
- Experience working independently in a deadline-driven environment.
- Demonstrated ability to assess situations and implement process efficiencies in a controlled manner.
Required Experience:
IC
DescriptionJoin a high-performing team ensuring accurate and timely global tax processing for corporate events across 90 markets.As a Tax Operations Associate within the Client Tax Operations Utility team you support daily tax processing for the Asset Servicing team ensuring compliance and accuracy ...
DescriptionJoin a high-performing team ensuring accurate and timely global tax processing for corporate events across 90 markets.
As a Tax Operations Associate within the Client Tax Operations Utility team you support daily tax processing for the Asset Servicing team ensuring compliance and accuracy in a fast-paced environment. You will collaborate with internal clients client service teams and relationship managers to deliver high-quality service and meet regulatory requirements. Your role demands strong capital markets knowledge effective teamwork and the ability to manage deadlines under pressure.
Job Responsibilities
- Process transactions accurately in line with Standard Operating Procedures ensuring error-free execution.
- Prepare and report cost basis transactions to the IRS and generate 1099 reports for regulators and clients.
- Adhere to FATCA and US Tax regimes maintaining compliance with all relevant regulations.
- Partner closely with extended teams within Tax Operations and other departments such as Client Services Product and Technology.
- Identify and escalate errors or exceptions promptly ensuring issues are addressed and resolved.
- Respond to queries and complaints providing clear and timely communication to stakeholders.
- Maintain audit focus in all business-as-usual activities complying with firm policies and procedures.
Required Qualifications Skills and Capabilities
- Commerce graduate with a strong academic record and minimum 3 years of work experience.
- Proficiency in Microsoft Office products including Excel Word PowerPoint and Access.
- Excellent oral and written communication skills with the ability to work under pressure and meet deadlines.
- Strong analytical skills attention to detail and the ability to resolve complex issues independently.
Preferred Qualifications Skills and Capabilities
- Ability to quickly grasp new concepts and procedures.
- Effective problem-solving and time management skills.
- Experience working independently in a deadline-driven environment.
- Demonstrated ability to assess situations and implement process efficiencies in a controlled manner.
Required Experience:
IC
View more
View less