Job Description

Immediate need for a talented Tax Operations Analyst . This is a 12+ months contract opportunity with long-term potential and is located in Jersey City, NJ ( Hybrid ). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-87530

Pay Range: $48 - $52/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Candidate Success Factors:
• Results and Impact
• Able to influence peers and team.
• Demonstrates good judgement when making decisions of high complexity and impact.
• Exercise appropriate autonomy in the execution and delivery of work.
• Responsible for driving outcomes, which have meaningful effect on team or department.
• Leadership and Collaboration:
• Creates trust with colleagues.
• Acts in leadership capacity for projects, processes, or programs.
• Client, Customer and Stakeholder Focus:
• Able to build relationships with a mix of colleagues and clients.
• Interacts regularly with management and department leaders.
• Demonstrates the ability to influence stakeholders at the team level.
• Compliance Culture and Conduct:
• Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.
• Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.
• Validate taxability of Corporate actions using CCH, identifying impacts to Cost basis
• Update Cost basis engine for all voluntary Corporate actions based on taxability
• Manage monthly 1099B reconciliation for all reportable transactions
• Management of daily Front Office inquiries regarding cost basis, taxability and reporting
• Provide support for remediation of cash reconciliation breaks in portfolio account system to support daily client reporting inquiries, as well as daily bookings of Corporate Actions events for client reporting
• Help validate/update cost basis on incoming transfer statements via CBRS or paper statements
• Assist with generation of transfer statements for all deliveries to external brokers via CBRS or paper
• Assist with generation of request statements for all incoming positions
• Support year-end cost basis reconciliation
• Adjust portfolio accounting system to reflect reclassification of income
• Assist with review of all transfer bookings between books and records vs Cost basis engine
• Cross-train and provide support to other divisions of the ITO Tax Operations department

Key Requirements and Technology Experience:

• Key Skills; Tax Reporting & Documentation Expertise
• Cost Basis & Reconciliation Management
• Advanced Excel & Analytical Skills
• BA required
• Proficient computer skills, particularly in the use of Microsoft Office Access, Excel and/or other business related software programs.
• Quick learner, taking detailed notes as references
• Driven by client needs and satisfaction
• Proactive, motivated and willing to comprehend new concepts
• Strong verbal and written communication skills
• Highly attentive to detail
• 5 years of tax information reporting, withholding, and tax documentation management experience in the financial services industry
• Strong knowledge and comprehension of Internal Revenue Code Chapter 61
• Knowledge of Broadridge systems/products such as BPS, TMS (Tax Managed Services) and TDS (Tax Data Solutions), or similar settlement and reporting systems
• Experience validating client tax docs (Forms W-8 series, Forms W-9) using MD3, and updating back office static data and referential data systems
• Proven track record of contributing to team oriented tasks and strategies, with the ability to identify client driven enhancements
• Control orientated mindset
• Advanced Microsoft Excel experience and skills
• Ability to perform multiple tasks and meet established deadlines in a fast pace work environment with minimal supervision.
• Solutions oriented thinker who is able to generate creative ideas
• Effective analytical, organizational, and problem resolution skills

Our client is a leading banking and f inancial industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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