Tax Specialist

LHH; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

LHH Recruitment Solutions is seeking a Tax Analyst for a top-tier banking client in Jacksonville, Florida. This role focuses on US IRW tax withholding and reporting, with cross-functional collaboration across global locations.

Ideal candidates have hands-on experience with 1042-S and 1099 reporting, FATCA, and withholding tax processes, and can investigate and resolve complex tax issues while supporting Prime Brokerage and Global Markets teams.

Qualifications

• Experience with tax operations in brokerage, investment banking, or financial services.
• Experience supporting US IRW functions and tax reporting processes.
• Ability to investigate and resolve complex tax issues with stakeholders.

Responsibilities

• Perform US IRW Tax Withholding and Reporting function
• Service tax related client inquiries and escalations for Prime Brokerage
• Liaise with associates across global locations
• Participate in ad hoc projects for new processes and regulatory initiatives
• Compile metrics and QA results with focus on regulatory controls
• Adhere to defined procedures and regulatory requirements

Skills

US IRW tax withholding

1042-S reporting

1099 reporting

FATCA

Withholding tax processes

Regulatory controls

Cross-functional collaboration

Education

Bachelor's degree or experience in equivalent field

Job description

LHH Recruitment Solutions is seeking a Tax Analyst at our top tier banking client in Jacksonville, Florida.

Qualified candidates will have experience with tax operations within a brokerage, investment banking, or financial services environment, particularly those supporting U.S. Information Reporting & Withholding (IRW) functions. Ideal candidates will have hands-on experience with 1042-S and 1099 reporting, FATCA, Chapters 3, 4, and 61 regulations, and withholding tax processes, along with the ability to investigate and resolve complex tax-related issues.

Individuals who have supported Prime Brokerage, Global Markets, Securities Operations, or Client Tax Services teams, demonstrated strong attention to regulatory controls and risk management, and regularly interacted with internal stakeholders and clients to address tax inquiries, escalations, and reporting requirements.

Strong analytical skills, experience with metrics and quality assurance reporting, and the ability to navigate cross-functional and global environments are also important indicators of success in this role.

Description:

This job is responsible for the analysis and resolution of tax operations processes and issues that require coordination of multiple stakeholders.

Key Responsibilities:

• Perform US IRW Tax Withholding and Reporting function
• Service tax related client inquiries and escalations particularly for the Prime Brokerage business
• Liaise with associates at all levels across global locations
• Participate in ad hoc projects for new processes, regulatory & industry initiatives
• Compile metrics and quality assurance results with a high degree of focus on regulatory controls
• Adhere to defined procedures and regulatory requirements

Desired Education:

• Bachelor's degree or experience in equivalent field

Equal Opportunity Statement

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.