Tax Compliance Regulations Specialist

Hired by Matrix; Jersey City (NJ); Hybrid; USD 80,000 - 110,000; Full time

Job summary

A leading company in financial services seeks a Contract Tax Operations Analyst to enhance compliance with reporting regulations. The candidate should have a Bachelor’s degree and 3-5 years of relevant financial services experience. This hybrid position requires strong analytical and communication skills, with responsibilities including oversight of documentation processes and departmental training initiatives.

Qualifications

• 3-5 years of Financial Services Experience.
• International Tax Experience (e.g. CRS) a plus.
• Strong communication and analytical skills.

Responsibilities

• Perform documentation and reporting testing for Tax Operations processes.
• Participate in controls review and improvement efforts.
• Compile metrics for senior management reporting.

Skills

Communication skills

Analytical skills

Problem-solving skills

Project management skills

Risk and compliance mindset

Education

Bachelors degree

Tools

MS Excel

PowerPoint

Word

Desktop automation solutions

Job description

Job Description

Job Description

Position Type:
Contract
Hybrid

Required:

• Bachelors degree
• 3-5 years of Financial Services Experience with 1-2 years of Chapter 3 (NRA), Chapter 4 (FATCA) and/or chapter 61 (Back-up Withholding)
• Internation Tax Experience (e.g. CRS, Canada Revenue Agency (CRA) a plus
• Strong communication skills (both oral and written)
• A solid work ethic
• Good analytical and problem-solving skills
• A risk and compliance mindset
• Solid project management skills
• An advanced proficiency in MS Excel, PowerPoint, and Word
• Experience with desktop automation solutions (e.g. Altery, PowerBI, UI Path) a plus
• Willing to learn
• Able to balance a diverse work-load that includes ad-hoc projects with multiple deadlines
• Organized
• Flexible and capable of re-prioritizing based on business demands
• Team-oriented with strong interpersonal skills
• Reliable and resilient

Responsibilities:

• Performing documentation, withholding and reporting testing and evaluation of Tax Operations processes and firm systems
• Participating in the review and improvement of controls that impact the firm's ability to comply with documentation, withholding and information reporting regulations
• Compiling metrics/senior management updates to report on results and status of testing
• Reviewing procedure documentation with an Audit/Risk viewpoint, including identifying and soliciting materials to assess/evidence line team adherence to their own procedures
• Testing whether Tax Ops procedures and processes are in alignment with updates to rules and regulations
• Maintenance of OTC Procedures
• Assist with strategic initiatives to improve processes, ad-hoc projects
• Assist with coordinating delivery of departmental training

Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.

Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.