Tax Operations Specialist

2 weeks ago


Jersey City, New Jersey, United States Russell Tobin Full time
Job Opportunity

Russell Tobin is seeking a skilled Tax Operations Analyst to join our team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy of tax reporting, including 1099 and 1042-S forms.

Key Responsibilities:

  • Review and verify tax reporting data to ensure accuracy and compliance.
  • Update and maintain Excel files to reflect accurate reporting values.
  • Verify participant data and ensure it is up to date.
  • Obtain necessary approvals and document successful submissions according to jurisdictional requirements.
  • Ensure timely and accurate tax filings and reports for clients.
  • Review and validate federal and state tax filings for accuracy.
  • Contribute to the annual tax production plan and ensure all relevant tasks are accounted for.
  • Perform required testing on tax forms to ensure accuracy through preliminary reviews.
  • Manage special client requirements, including amendments to tax forms when needed.
  • Audit tax form generation to ensure completion for all clients.

Requirements:

  • Familiarity with U.S. reporting requirements for global employee share plans.
  • Self-motivated with strong time management skills, especially under tight deadlines.
  • Collaborative mindset with the ability to engage effectively with coworkers across different regions.
  • Strong analytical, accuracy, and problem-solving skills.
  • Ability to identify and address business deficiencies through the tax production process.
  • Clear and concise communication skills, both verbal and written, to facilitate swift issue resolution.
  • Experience with employee share plans and tax production is an advantage.
  • Comfortable working in a fast-paced environment with evolving technologies.
  • Quick learner with a solid understanding of the Internet, e-commerce, and equities.
  • Team-oriented, adaptable, and willing to embrace continuous change.
  • Ability to work independently, manage multiple assignments, and consistently exceed expectations.

Qualifications:

· Recently Graduated/Experience in tax, accounting, finance, or other related fields (6 months to 3 years)

· Experience with tax reporting (1099/1042-S) - at least 6 months to 2 YOE)

· Advanced spreadsheet skills

· Strong attention to detail

· Communication skills

· Strong analysis and critical thinking skills



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