Tax Information Reporting Specialist

4 weeks ago


Jersey City, New Jersey, United States Dtcc Full time

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.



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