Junior Tax Analyst

3 weeks ago

New York, United States Russell Tobin Full time
Job DescriptionJob Description

Russell Tobin is looking to hire a Junior Tax Analyst based in New York, NY for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Job Title: Junior Financial Analyst / Junior Tax Analyst

Location: New York, NY 10004

Duration: 12 months contract

Pay Range: $23/hour to $25.88/hour

Role is Hybrid and will require in office attendance 3 days/week.

 

Job Description:
Background on the Position

Tax Operations is seeking an experienced individual to support Client Service Tax team. This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines, and demanding client base. The position requires exceptionally strong organization, process, and people management skills. In addition, this role requires excellent collaboration, execution, and communication (written and verbal) skills.

Primary Responsibilities

This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, withholding, change in circumstance and reporting. The ideal candidate has prior tax experience and Must be familiar with all aspects of tax operations.

 

The candidate will have extensive interactions with internal stakeholders within various Business Unit Account Managers, all levels of various Branches, Financial Advisors and colleagues outside of Tax Operations (e.g Client Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to collaborate with the team(s), propose and ensure implementation of solutions.

 

Skills Required

- Tax knowledge related to year-end tax reporting for 1099's and 1042-S forms and documentations (W8Ben, W8Bene, W8IMY, W8Exp, W8 ECI and W9)

- Highly skilled in customer service, ability to work independently

- Ability to work nights and weekends during the months of Jan to April (tax season) and as needed - Soft skills as they will be on the phones with FA/CSAs

- Eagerness to learn and ability to analyze issues and escalate High Level Primary Responsibilities which include assisting Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses

- Processing daily reconciliation and adhoc break report reviews

- Assisting in creating and reviewing audit procedure documentation-Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting

- Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements

- Proficiency with Excel and relevant computer programs is required

 

Qualifications

- Bachelor's Degree

- Prior experience in the Financial Industry is HIGHLY preferred.

- Understanding of client service, process controls, with the ability to learn internal systems quickly

- Superior Communication Skills, both oral and written

- Ability to work independently well within a team environment

- Excellent Time Management, interpersonal, and problem-solving skills

- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm

- Attention to detail and quality of work

- Ability to consistently exercise sound and decisive judgment

- Commitment to personal development

Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

  • Senior Tax Analyst

    1 week ago

    New York, United States Creative Financial Staffing Full time

    About the Firm- Senior Tax Analyst: CFS of New York is working with a prestigious global law firm located in Midtown, Manhattan The organization is experiencing aggressive growth in the United States and they are seeking their next Sr. US Tax Analyst This would be a great opportunity for someone who is interested in taking their career from public...

  • Tax Analyst

    3 weeks ago

    New York, United States Northbound Search Full time

    Job DescriptionJob DescriptionJob Description:A top Real Estate Firm located in New York, NY is seeking a Tax Analyst to join their growing team! This individual will be working with the Tax Manager and the team, covering all aspects of tax. This person will need to have at least 1-2 years of private or public experience.Job Responsibilities:Plan and...

  • Tax Analyst

    3 weeks ago

    New York, United States Northbound Search Full time

    Job DescriptionJob DescriptionJob Description:A top Real Estate Firm located in New York, NY is seeking a Tax Analyst to join their growing team! This individual will be working with the Tax Manager and the team, covering all aspects of tax. This person will need to have at least 1-2 years of private or public experience.Job Responsibilities:Plan and...

  • Junior Tax preparer

    4 weeks ago

    New York, United States ORCOM US Full time

    About the job Junior Tax preparer - International taxation Our company is a US based accounting and tax services firm with American Certified Public Accountants (CPAs). Our business is to assist European companies to develop their activities in North AmericaOur fields of expertise are: Accounting, International Taxation for Individual, partnership &...

  • Junior Financial Analyst

    22 hours ago

    New York, United States C&M Legal Search, LLC Full time

    Jr. Financial Analyst Position overview: The Junior Financial Analyst is responsible for analyzing and summarizing financial data and reports, budgeting, forecasting and profitability. This role reports to the Manager of Financial Planning and Analysis. Responsibilities: Participates in the preparation of monthly Practice Group books for review by...

  • Junior to Mid xVA Business Analyst

    4 weeks ago

    New York, United States SoHo Dragon Full time

    Job DescriptionJob DescriptionSalary: SoHo Dragon represents an investment bank with offices in New York, NY that needs to hire a Junior to Mid xVA Business Analyst.Preferred local. If not, remote NYC hours is ok.Ideally knowledge of the xVA. If  not, knowledge of the Murex front office rates OR Murex market risks OR the collateral moduleGood technical...

  • Junior to Mid xVA Business Analyst

    19 hours ago

    New York, United States SoHo Dragon Full time

    Job DescriptionJob DescriptionSalary: SoHo Dragon represents an investment bank with offices in New York, NY that needs to hire a Junior to Mid xVA Business Analyst.Preferred local. If not, remote NYC hours is ok.Ideally knowledge of the xVA. If  not, knowledge of the Murex front office rates OR Murex market risks OR the collateral moduleGood technical...

  • Junior Accounting Analyst

    11 hours ago

    New York, United States Creative Financial Staffing Full time

    Junior Accounting Analyst About the Company & Opportunity: My client is a well-established real estate firm conveniently located in Midtown, Manhattan near multiple forms of public transportation Hybrid schedule, three days remote, two days in office, equipment provided Firm is in high growth mode and continuing to grow / promote from within! The firm...

  • Junior Accounting Analyst

    4 weeks ago

    New York, United States Creative Financial Staffing Full time

    Junior Accounting Analyst About the Company & Opportunity: My client is a well-established real estate firm conveniently located in Midtown, Manhattan near multiple forms of public transportation Hybrid schedule, three days remote, two days in office, equipment provided Firm is in high growth mode and continuing to grow / promote from within! The firm...

  • Portuguese Speaking Senior Analyst

    1 week ago

    New York, United States EC M&A Full time

    EC M&A seeks a Portuguese speaking Senior Analyst / Junior Associate for its New York office. The position is a highly entrepreneurial role in which the candidate shall have significant opportunities to drive project execution, interface with clients, acquirers and acquisition targets, and support senior bankers in various M&A transactions and marketing...

  • Junior Administrative Assistant

    7 days ago

    New Port Richey, United States Nexagen Networks Inc Full time

    Nexagen Network takes pride in its reputation as a distinguished company that provides outstanding benefits and exceptional opportunities for career growth. We are pleased to announce that Nexagen has secured a long-term contract. Currently, we have an opening for an Entry Level, Administrative Assistant / Junior Analyst. Job Title: Administrative Assistant...

  • Portuguese Speaking Senior Analyst

    1 week ago

    New York, United States EC M&A Full time

    EC M&A seeks a Portuguese speaking Senior Analyst / Junior Associate for its New York office. The position is a highly entrepreneurial role in which the candidate shall have significant opportunities to drive project execution, interface with clients, acquirers and acquisition targets, and support senior bankers in various M&A transactions and marketing...

  • Portuguese Speaking Senior Analyst

    5 days ago

    New York, United States EC M&A Full time

    EC M&A seeks a Portuguese speaking Senior Analyst / Junior Associate for its New York office. The position is a highly entrepreneurial role in which the candidate shall have significant opportunities to drive project execution, interface with clients, acquirers and acquisition targets, and support senior bankers in various M&A transactions and marketing...

  • Junior Business Analyst

    3 weeks ago

    New York, United States Guggenheim Partners Full time

    Position Summary The Junior Business Analyst will be part of a team in the Office of the President. The role will work directly with the Senior Business Analyst and the marketing and distribution team to develop internal and external analytics, tracking and budgeting distrubiton related expenses, and serve as the point person for the team in...

  • Junior Business Analyst

    7 days ago

    New York, United States Tresume and Asta CRS Full time

    Job DescriptionJob DescriptionWe are seeking a Junior Business Analyst to become an integral part of our team! You will analyze data to understand business and market trends in order to increase company revenue and efficiency.Responsibilities:Use data to understand business patterns and trendsAnalyze internal and external data through quantitative...

  • Junior Data Analyst- Business Intelligence

    5 days ago

    New York, United States Momentum Resource Solutions Full time

    Job DescriptionJob DescriptionJunior Data Analyst- Business Intelligence3-5 years of experienceHybrid ScheduleSeeking a Data Management and Business Intelligence Associate to work in the Investment & Corporate Banking COO Office of a growing firm. This position plays a key function in the COO team managing data framework and driving automation efforts...

  • Tax Analyst

    2 days ago

    New Castle, United States Collabera Full time

    Description Home Search Jobs Job Description Tax Analyst Contract: New Castle, Delaware, US Salary: $23.00 Per Hour Job Code: 347928 End Date: 2024-06-15 Days Left: 28 days, 3 hours left Apply Position details:Industry- Banking & Finance Job Title - Tax Analyst Location - NEW CASTLE , DE 19720 Duration - 4 months (Possible extension) Pay Range - $17/hr...

  • Tax Analyst

    1 day ago

    New Castle, United States Collabera Full time

    Description Home Search Jobs Job Description Tax Analyst Contract: New Castle, Delaware, US Salary: $23.00 Per Hour Job Code: 347928 End Date: 2024-06-16 Days Left: 28 days, 3 hours left Apply Position details:Industry- Banking & Finance Job Title - Tax Analyst Location - NEW CASTLE , DE 19720 Duration - 4 months (Possible extension) Pay Range - $17/hr...

  • Tax Analyst

    2 hours ago

    New Castle, United States Collabera Full time

    Description Home Search Jobs Job Description Tax Analyst Contract: New Castle, Delaware, US Salary: $23.00 Per Hour Job Code: 347928 End Date: 2024-06-16 Days Left: 27 days, 3 hours left Apply Position details:Industry- Banking & Finance Job Title - Tax Analyst Location - NEW CASTLE , DE 19720 Duration - 4 months (Possible extension) Pay Range - $17/hr...

  • Technology Industry Junior Analyst

    3 weeks ago

    New York, United States ABI Research Full time

    Job DescriptionJob DescriptionSalary: The Junior Analyst will be part of a team led by research directors and principal analysts to contribute to the Enterprise Cloud and 5G Markets research services that cover the following areas:Hybrid and enterprise cloudData fabrics and enterprise data platformsPrivate 5G and on-premise cellular networksSovereign cloud...