Junior Financial Analyst
20 hours ago
The Junior Financial Analyst will support tax filings for global markets within the Stock Plan and Retirements business, with a primary focus on U.S. operations.
The role involves working with Client, Excel, and third-party tax programs to ensure accurate tax form generation and compliance with tax regulations.
The ideal candidate will possess strong Excel skills, tax/operations experience, and attention to detail, with a willingness to learn and collaborate effectively within a global team.
Key Responsibilities:
- Review and ensure the accuracy of 1099/1042-S reporting.
- Perform IRS and State withholding reconciliation tasks.
- Update Excel files to reflect accurate reporting values.
- Ensure participant data accuracy and secure necessary approvals for tax filings.
- Ensure all tax filings and reports for corporate clients and Client are issued accurately and on time.
- Conduct reviews to confirm the accuracy of IRS and State filings.
- Contribute to the annual tax production project plan to capture relevant tasks throughout the year.
- Perform testing on tax forms issued by Client to ensure accuracy through preliminary reviews.
- Manage special handling requirements for clients, including tax form amendments.
- Audit tax form generation to ensure all forms are completed for all clients.
- Provide project updates to the Tax Manager to ensure the success of tax activities.
- Update processes and procedures as required in the policy portal.
- Strong Excel skills.
- At least 1 year of tax/operations experience.
- Detail-oriented, with excellent organizational skills and a proactive attitude.
- Familiarity with U.S. reporting requirements for global employee share plans.
- Strong analytical and problem-solving skills.
- Ability to work under tight deadlines and manage time effectively.
- Ability to articulate issues clearly, both verbally and in writing, to aid swift resolution.
- Previous experience with employee share plans and tax production is advantageous.
- Comfortable with technology and technical concepts in a fast-paced, dynamic environment.
- Knowledge of global markets (Canada, U.S., Australia, U.K., New Zealand) and their respective tax regulations is a plus.
- A deep belief in team collaboration and adaptability to continuous change.
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