3 дня назад
Associate - Tax Operations (Fintech)
90 000 - 115 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate - Tax Operations (Fintech): Maintaining U.S. tax records, validating W-8/W-9 documentation, calculating withholding, and preparing 1099 and 1042-S filings in a broker-dealer, custody, and retail environment with an accent on regulatory accuracy, reconciliation, and data quality. Focus on resolving reporting discrepancies, testing tax-system enhancements, and supporting IRS, audit, and regulatory inquiries.
Location: New York, NY; employees are required to work in the office 4 days per week.
Base salary: $90,000–$115,000 per year.
Company
is a diversified financial services firm building a cloud-native clearing, custody, and prime brokerage platform for global capital markets.
What you will do
- Review and cleanse daily tax information and validate W-8/W-9 documentation.
- Calculate, apply, and reconcile U.S. withholding under Chapters 3 and 4, Section 871(m), Section 305(c), and Section 1446(f).
- Prepare and file U.S. information returns, including Forms 1099 and 1042-S, and related IRS filings.
- Reconcile withholding and reporting data to ensure accuracy and completeness.
- Respond to IRS, audit, and regulatory inquiries.
- Test tax reporting and withholding system enhancements, resolve data issues with Operations and Technology, and maintain process documentation.
Requirements
- 1–3 years of hands-on experience in tax operations.
- Experience with U.S. information reporting and withholding obligations, including FATCA, Chapter 61, Section 871(m), and Section 1446(a) and (f).
- Practical experience with broker-dealer, prime brokerage, and custodial operations.
- Familiarity with IRS systems such as FIRE, EFTPS, and IRIS, as well as tax documentation platforms.
- Ability to work with large data sets, reconcile reporting and withholding amounts, identify discrepancies, and operate with a control- and risk-focused mindset.
- Strong problem-solving, independent working, and communication skills; Series 99 and/or Series 7 is preferred or may be obtained.
Culture & Benefits
- In-office work is required 4 days per week.
- Competitive compensation with company equity and 401(k) matching.
- Gender-neutral parental leave and medical, dental, and vision insurance.
- In-office lunch stipends, fully stocked kitchens, and happy hours.
- Collaborative culture focused on diverse ideas, cultures, and experiences.
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