Corporate Actions Tax Specialist
4 days ago
Are 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 Have
As a member of our team, you will work closely with Product Management and the General Counsel to support these products and ensure compliance with current Treasury Department Legislation. Your primary responsibilities will include:
- Supporting all related functions for Form 1042-S tax reporting, including data reconciliation, tax form generation, Form 1042 filing, and tax correction processing.
- Ensuring proper withholding on all security types, including Section 302, Section 305c, 1446(f), and 871(m) Reporting/Withholding.
- Monitoring and controlling reconciliation of tax adjustments on withheld funds and processing post-payable tax adjustments.
- Ensuring that tax withholding is remitted to the IRS according to the IRS-imposed schedule.
- Completing operational processes by following documented procedures and job aids, making suggestions on improving process and efficiency.
- Processing specialized workflows, resolving exceptions, and assisting with escalations and complex inquiries.
- Demonstrating active engagement in meetings and displaying curiosity to learn and grow, accepting feedback given and applying it to the role.
- Facilitating training sessions for junior team members as directed by management.
- Participating and owning projects and initiatives.
- Assisting in benchmark tracking, audit follow-up, compliance, and risk management activities.
Qualifications
- 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 Us
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 work to continually improve the world's most resilient, secure, and efficient market infrastructure.
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