Strategic Financial Compliance & Tax Reporting Analyst

abglobal; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

AB Global seeks a San Antonio-based Financial Compliance Reporting (FCR) Analyst to join the Financial Compliance Reporting Team in Global Technology & Operations. This role focuses on auditing account populations to ensure compliance with state and federal regulations, including tax form production and escheatment processing.

You will participate in process improvements, collaborate with internal and external stakeholders, and support related functions as needed.

Qualifications

• 1 to 2 years mutual fund or financial services experience.
• Knowledge of general tax reporting practices or regulations.
• Knowledge of SEC and IRS regulatory practices a plus, but not required.
• Excellent verbal and written communication, time management, problem framing, and follow-up skills.
• Proven ability to multi-task and effectively prioritize a wide range of projects/responsibilities.
• Exhibition of organizational skills and conscientiousness; establishes priorities and follows through on tasks to completion.
• Proficient use of Microsoft Office; SS&C systems experience preferred.

Responsibilities

• Execute tax form production (including audits) and related tax jobs to generate forms.
• Process IRS E-Filing, validate output, and upload to IRS website.
• Execute IRS B-Notices, C-Notices, IRS levies, and state levies.
• Notify IRS of fund opening/name changes and update SS&C systems for corporate actions.
• Research state escheatment regulations and manage escheatable accounts.
• Perform shareholder outreach on identified escheitable accounts.
• Evaluate accounts for contact resolution and timely reporting.
• Submit escheatable assets and related shareholder details to states within regulated timeframes.
• Process returned mail and support other department functions as needed.

Skills

Communication

Time management

Problem solving

Multitasking

Attention to detail

Microsoft Office

SS&C navigation

Client liaison

Tools

SS&C systems

Microsoft Office

Job description

AB Global seeks a San Antonio-based Financial Compliance Reporting (FCR) Analyst to join the Financial Compliance Reporting Team in Global Technology & Operations. This role focuses on auditing account populations to ensure compliance with state and federal regulations, including tax form production and escheatment processing.

You will participate in process improvements, collaborate with internal and external stakeholders, and support related functions as needed.