Our client, a Global Investment Bank, is seeking a Tax Operations Specialist:
Responsibilities of the role will include, but will not be limited to, the following:
• 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
Required Experience and Skills
• 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
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