Tax Reporting Associate

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Job description

Duration: 12 + Months contract

Job Description:

Onsite Role

Top 3 skills:

1) Strong Excel Skills

2) At least 1 year of tax/operations experience

3) Detail-oriented/meticulous individual with good attitude and enthusiasm to learn

Temp Client Tax Reporting US support in NJ - Wealth Management Operations - Stock Plan and Retirements

The Client Tax Operations Department is responsible for ensuring that all withholding and reporting obligations of the Firm are met. The Temp Client Tax Reporting position is required to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors.

The principal accountabilities of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by Our Client concentrating on the US markets initially. Currently our global markets include Canada, United States, Australia, United Kingdom, and New Zealand. The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, Excel and third party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves into.

Responsibilities:

• Review and ensure 1099/1042-S Reporting is accurate • Perform IRS and State withholding reconciliation tasks • Update excel files for accurate reporting values • Ensure participant data is accurate • Attain appropriate approvals, document and confirm successful submissions per jurisdiction • Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Our Client, are issued accurately and timely • Review IRS filings and State filings are accurate • Contribute to the annual tax pr

oduction project plan to ensure that all relevant tasks are captured throughout the year • Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews • Manage any special handling requirements for clients inclusive of tax form amendments for clients • Audit tax form generation to ensure all forms for all clients have been completed • Proactively provide project updates to Tax Manager as required to ensure the success of tax activities • Update processes and procedures policy portal as required

Experience:

1) Strong Excel Skills 2) At least 1 year of tax/operations experience 3) Detail-oriented/meticulous individual with good attitude and enthusiasm to learn

Skills:

• Familiarity US reporting for global employee share plan requirements • Self-motivated and eager to learn • Excellent time management skills during tight deadlines • Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback • Analytical, accurate, and strong problem solving skills essential • Vocal ability to challenge business deficiencies identified through the tax production process • An ability to articulate issues both in verbal and written form to help aid swift resolution • Previous employee share plan and tax production background would be advantageous

• Comfortable with technology and technical concepts in a fast paced changing environment • An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities • A deep belief in team success, collaboration and a willingness to adapt to continuous change

Education:

Bachelor's Degree preferred

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