Tax Analyst

Dexian

Delaware

Remote

USD 62,000 - 72,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A reputable financial institution is seeking a Senior National Recruiter for its Finance and Professional Services division. This role requires 3-6 years of US Tax experience, with responsibilities including preparing status communications for tax documents and maintaining procedure documentation. Candidates should possess strong Excel skills and a college degree or relevant experience. The position offers a competitive salary range from $62,000 to $72,000, with attractive benefits including medical and 401(k).

Qualifications

3-6 years of experience in US tax handling.
Ability to perform tax reconciliations.
Adherence to procedures, controls, and deadlines.

Responsibilities

Prepare communication on status of tax document preparation.
Research and resolve questions for key stakeholders.
Prepare and maintain procedure documentation.

Skills

US Tax experience (FATCA, 871M, withholding)

Financial Services/Banking knowledge

Microsoft Excel (Pivot Tables, VLOOKUP)

Project Management/Analytic experience

Communication skills with Senior Management

Education

College degree or relevant work experience

Tools

Alteryx

Visual Basic

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Dexian

Senior National Recruiter, Finance and Professional Services at Dexian | Disys

Apply today and embark on an exciting career with a Fortune 500 firm in Commercial Investment Banking!

As one of the oldest and most reputable financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients, we are seeking a Investment Tax Analyst to join a Fortune 100 Commercial Investment Bank! Their history spans over 200 years and today they are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

DESCRIPTION

Tax Operations - Global Shares Team

RESPONSIBILITIES

Ensure consistency in information reporting practices within accounting systems.
Prepare and maintain procedure documentation.
Mapping process flow for transaction information and recipient information for CIB clients.
Prepare communication on status of tax document preparation, progress, accuracy, and correction, and present to Management.
Maintain metrics on account filings and corrections.
Research, communicate, and resolve questions for key stakeholder(s).
Perform preliminary checks on tax reporting information, before Tax Season and Print Day validations.
Assist in overall needs of the team and provide support in areas of specialty as well as during peak periods.

QUALIFICATIONS

3-6 years of US Tax experience (FATCA, 871M, withholding)
Financial Services/Banking experience (Custody product knowledge a PLUS)
Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Reconciliation
College degree or relevant work experience
Ability to perform tax reconciliations
Project Management/Analytic experience
Demonstrated Communication skills with Senior Management
Ability to adhere to procedures, controls, and deadlines.

Reporting Specifics:

AEOI – FATCA and CRS reporting for an entity regarded as a custodial financial institution
1042S reporting
T5/T5008 reporting (Canada)
W form validation, US Indicia and the subsequent application of back up withholding
1099 B and 1099 Div reporting as well as 1099 copy to IRS filing

Nice-to-Have

Alteryx, Visual Basic, or other technical skills a PLUS
Familiarity with internal custody systems a PLUS

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Seniority level