Tax Information Reporting Specialist
4 weeks ago
About the Role:
We are seeking a highly skilled Senior Associate to join our US Tax team, where you will play a critical role in supporting the development and maintenance of our domestic tax products, including the US Tax Withholding Service, 1042-S Reporting, 1099 Reporting, 2439 Reporting, and W-9 compliance.
Key Responsibilities:
- Support the US Tax team in ensuring proper withholding on all security types, including Section 302, Section 305c, 1446(f), and 871(m) Reporting/Withholding.
- Monitor and control reconciliation of tax adjustments on withheld funds and process post payable tax adjustments.
- Ensure that tax withholding is remitted to the IRS according to the IRS-imposed schedule.
- Complete operational processes by following documented procedures and job aides; make suggestions on improving process and efficiency.
- Process specialized workflows, resolve exceptions, and assist with escalations and complex inquiries.
- Demonstrate active engagement in meetings and display curiosity to learn and grow; accept feedback given and apply it to the role.
- Facilitate training sessions for junior team members as directed by management.
- Participate and own projects and initiatives.
- Assist in benchmark tracking, audit follow-up, compliance, and risk management activities.
Requirements:
- Minimum 6 years of related experience in tax information reporting.
- Bachelor's degree (preferred) or equivalent experience.
Talents Needed For Success:
- Knowledge and experience with 1042-S tax reporting and associated regulations.
- Experience with Section 302, 1446(f), 305(c), and related 1042-S regulations.
- Ability to work with the team to ensure quality and accuracy on all deliverables.
- Stay current on industry changes and seek out learning to ensure knowledge is up to date.
- Collaborate well within and across teams.
- Foster a culture where honesty and transparency are expected.
- Invest effort to individually coach others.
- Communicate openly keeping everyone across the organization informed.
About DTCC:
DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide.
From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure and efficient market infrastructure.
Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle.
DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork.
When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries.
-
Tax Reporting Specialist
1 month ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob SummaryInnova Solutions is seeking a skilled Tax Reporting Specialist to join our team. As a Cost Basis Reporting Associate, you will be responsible for performing data analysis and reconciliation of Cost Basis supplier and in-house data.Key Responsibilities:Ensure the accuracy and completeness of status reportsAssist in the review of year-end tax forms...
-
Tax Reporting Specialist
4 weeks ago
Jersey City, New Jersey, United States Innova Solutions Full timeAbout the Role:Innova Solutions is seeking a skilled Cost Basis Data Analyst to join our team. As a key member of our financial reporting team, you will be responsible for performing data analysis and reconciliation of cost basis supplier and in-house data.Key Responsibilities:Perform different levels of data analysis and reconciliation of cost basis...
-
Tax Reporting Associate
4 weeks ago
Jersey City, New Jersey, United States Innova Solutions Full timeJob SummaryInnova Solutions is seeking a skilled Tax Reporting Associate to join our team. As a key member of our financial team, you will be responsible for performing data analysis and reconciliation of cost basis supplier and in-house data.Key ResponsibilitiesEnsure the accuracy and completeness of status reports produced.Assist in the review of year-end...
-
Tax Specialist
1 month ago
Jersey City, New Jersey, United States Expedient Staffing Solutions Full timeJob SummaryWe are seeking a detail-oriented Tax Specialist to handle year-end tax reporting tasks, including 1099 and 1042S processing, and support system and workflow enhancements.Key Responsibilities:Process NRA tax adjustments for non-U.S. clients.Manage year-end reporting tasks (1099 and 1042S).Enhance unit productivity and assist with monthly management...
-
Tax Operations Specialist
1 month ago
Jersey City, New Jersey, United States US Tech Solutions, Inc. Full time**Job Summary**US Tech Solutions, Inc. is seeking a highly skilled Tax Operations Specialist to join our team. As a key member of our financial services team, you will be responsible for assisting Financial Advisors with tax-related matters, reviewing year-end processing, and ensuring compliance with IRS regulations.**Key Responsibilities** Assist Financial...
-
Tax Compliance Specialist
4 weeks ago
Jersey City, New Jersey, United States Neptune Retail Solutions Full timeJob Title: Tax Compliance SpecialistNeptune Retail Solutions is seeking a Tax Compliance Specialist to join our team. As a Tax Compliance Specialist, you will be responsible for preparing state and local income tax returns for a partnership and a C-Corp, as well as assisting in preparing federal income tax returns.Key Responsibilities:Prepare state and local...
-
Regulatory Reporting Specialist
1 month ago
Jersey City, New Jersey, United States The Goldman Sachs Group Full timeWe are seeking a highly motivated and detail-oriented individual to join our Regulatory Reporting Team. As a Regulatory Reporting Specialist, you will play a critical role in providing support and analysis of all external and internal regulatory reporting requirements.Key Responsibilities:Preparation of daily net capital estimatesAssist in the preparation of...
-
Information Security Specialist
4 weeks ago
Jersey City, New Jersey, United States Federal Home Loan Bank of New York Full timeJob SummaryThe Federal Home Loan Bank of New York is seeking a highly skilled Information Security Specialist to join our team. As a key member of our Systems & Support Services department, you will play a critical role in minimizing risk and protecting critical information and systems by configuring security controls.Key Responsibilities• Manage all user...
-
Corporate Actions Tax Specialist
4 weeks ago
Jersey City, New Jersey, United States Dtcc Full timeJob DescriptionAre you ready to make a meaningful contribution to DTCC's Tax Information Services Team? We're seeking a highly skilled Senior Associate to support, maintain, and enhance our domestic tax products, including the US Tax Withholding Service, 1042-S Reporting, 1099 Reporting, 2439 Reporting, and W-9 compliance.The Impact You Will HaveAs a member...
-
Information Security Specialist
4 weeks ago
Jersey City, New Jersey, United States Hire Talent Full timeJob Title: Information Security SpecialistJob Location: RemoteJob Duration: 6 month contract- will extend based on performanceKey Responsibilities:Conduct interviews and workshops with key stakeholders to identify sensitive data and assess current data flow. Review existing data protection policies and procedures to perform a gap analysis and identify areas...
-
Senior Financial Reporting Specialist
4 weeks ago
Jersey City, New Jersey, United States Abacus Group, LLC Full timeAbacus Group, LLC seeks a Senior Financial Reporting Specialist to support their Jersey City, NJ office.Key Responsibilities:Review daily reports, including Trading P&L, Firm Inventory, and GL to subledger reconciliationsAssist the team with investigating reconciliation breaks as neededAssess quarterly Head Office reporting package and respond to...
-
Tax Services Manager
4 weeks ago
Jersey City, New Jersey, United States CSI Group Full timeJob Title: Manager of Accounting - Business Services - Tax ProcessingCSI Group is a fast-growing, family-owned CPA firm with over 20 locations in New Jersey, New York, and Florida. We are seeking a highly skilled and experienced Manager of Accounting - Business Services - Tax Processing to join our team.Job Summary:The Manager of Accounting - Business...
-
Senior Financial Reporting Specialist
4 weeks ago
Jersey City, New Jersey, United States Sumitomo Mitsui Banking Corp Full timeJob SummarySumitomo Mitsui Banking Corp. is seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our Accounting department, you will be responsible for ensuring the accuracy and completeness of our financial reports.The ideal candidate will have a strong background in financial reporting, with experience in internal...
-
Senior Tax/Tax Manager
4 weeks ago
Jersey City, New Jersey, United States Kuehne+Nagel Full timeAre you looking for a challenging role in tax management? Kuehne+Nagel is seeking a Senior Tax Manager to join our Finance team in Jersey City.This position involves supporting our Vice President of Tax and leading a direct report in managing direct and indirect taxes in the USA.Key responsibilities include leading in-house tax accounting, co-sourced income...
-
Tax Services Senior Associate
4 weeks ago
Jersey City, New Jersey, United States Dtcc Full timeDTCC is at the forefront of innovation in the financial markets, and we're committed to helping our employees grow and succeed.We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.As a Senior Associate on our Tax Information Services Team, you will support, maintain, and enhance DTCC's...
-
Regulatory Reporting Specialist
4 weeks ago
Jersey City, New Jersey, United States RBC Capital Markets, LLC Full timeKey Responsibilities:The Regulatory Reporting Associate plays a critical role in ensuring the organization's compliance with regulatory requirements. This includes publishing, maintaining, and filing all necessary documentation to meet organizational, industry, and governmental standards.Key Responsibilities:Analyzing reporting policies and procedures to...
-
Tax Professional
4 weeks ago
Jersey City, New Jersey, United States Ambassador Resources Full timeJob Title: Tax ProfessionalWe are seeking a skilled Tax Professional to join our team at Ambassador Resources. As a Tax Professional, you will be responsible for data entry, tax return analysis, and working with clients' sensitive information.Key Responsibilities:* Data entry and tax return analysis* Working with clients' sensitive information* Collaborating...
-
Trade Reporting Specialist
4 weeks ago
Jersey City, New Jersey, United States SMBC Full timeAbout the RoleSMBC Group is a leading global financial institution with a rich history and diverse range of financial services. As a Trade Reporting Analyst, you will be responsible for ensuring compliance with regulatory requirements for OTC derivatives trading.Key ResponsibilitiesMonitor and remediate trade reporting issues for CFTC-regulated OTC...
-
Senior Tax Manager
4 weeks ago
Jersey City, New Jersey, United States Keller Executive Search Full timeAbout Our ClientKeller Executive Search is proud to partner with a leading financial services organization in their search for a skilled Senior Tax Manager. This prestigious company offers a dynamic work environment, where talented professionals can thrive and make a meaningful impact.The OpportunityAs a Senior Tax Manager, you will play a crucial role in...
-
Accounts Payable Specialist
4 weeks ago
Jersey City, New Jersey, United States Atrium Staffing Full timeJob Overview:Atrium Staffing is seeking an experienced Accounts Payable Specialist to join their team in Jersey City. The ideal candidate will have a strong understanding of accounts payable processes and procedures, as well as excellent analytical and communication skills.Responsibilities:Process invoices for payment, record sales tax, and assist with bank...