Tax Analyst III

19 hours ago

Jersey City, NJ, United States Ageatia Global Solutions Full time
Position: Tax Analyst III

Location: Jersey City, NJ 07310

Duration: 13 Months Contract
Responsibilities:
  • Validate taxability of Corporate actions using CCH, identifying impacts to Cost basis
  • Update Cost basis engine for all voluntary Corporate actions based on taxability
  • Manage monthly 1099B reconciliation for all reportable transactions
  • Management of daily Front Office inquiries regarding cost basis, taxability and reporting
  • Provide support for remediation of cash reconciliation breaks in portfolio account system to support daily client reporting inquiries, as well as daily bookings of Corporate Actions events for client reporting
  • Help validate/update cost basis on incoming transfer statements via CBRS or paper statements
  • Assist with generation of transfer statements for all deliveries to external brokers via CBRS or paper
  • Assist with generation of request statements for all incoming positions
  • Support year-end cost basis reconciliation
  • Adjust portfolio accounting system to reflect reclassification of income
  • Assist with review of all transfer bookings between books and records vs Cost basis engine
  • Cross-train and provide support to other divisions of the ITO Tax Operations department
Minimum Required Qualifications:
  • BA required
  • Proficient computer skills, particularly in the use of Microsoft Office Access, Excel and/or other business-related software programs.
  • Quick learner, taking detailed notes as references
  • Driven by client needs and satisfaction
  • Proactive, motivated and willing to comprehend new concepts
  • Strong verbal and written communication skills
  • Highly attentive to detail
Preferred Qualifications:
  • 5 years of tax information reporting, withholding, and tax documentation management experience in the financial services industry
  • Strong knowledge and comprehension of Internal Revenue Code Chapter 61
  • Knowledge of Client systems/products such as BPS, TMS (Tax Managed Services) and TDS (Tax Data Solutions), or similar settlement and reporting systems
  • Experience validating client tax docs (Forms W-8 series, Forms W-9) using MD3, and updating back office static data and referential data systems
  • Proven track record of contributing to team-oriented tasks and strategies, with the ability to identify client driven enhancements
  • Control orientated mindset
  • Advanced Microsoft Excel experience and skills
  • Ability to perform multiple tasks and meet established deadlines in a fast-paced work environment with minimal supervision.
  • Solutions oriented thinker who is able to generate creative ideas
  • Effective analytical, organizational, and problem resolution skills

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