Tax Reporting Analyst - Jersey City, NJ

eTeam Inc.

Jersey City, NJ

Apply

JOB DETAILS

SALARY

$25–$26.65 Per Hour

SKILLS

Analysis Skills, Annuities, Banking Services, Bond Market, Brokerage, Business Plan, Business Skills, Communication Skills, Data Quality, Exceeded Sales Goal, Financial Services, IRS (Internal Revenue Service), Insurance, Investment Services, Microsoft Office, Mortgage, Mutual Funds, Operations Planning, Problem Solving Skills, Production Planning, Project Planning, Research Skills, Retail, Risk, Risk Management, Sales Management, Stock Purchase Plans, Tax Accounting, Tax Operations, Tax Planning, Tax Reporting, Testing, Time Management, Wealth Management, eCommerce

LOCATION

Jersey City, NJ

POSTED

5 days ago

Job Role - Tax Reporting Analyst
Location - Jersey City, NJ
Duration - 12 Months

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets. Background on the Team Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. *** has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.The Client Tax Operations Department is responsible for ensuring that all withholding and reporting obligations of the Firm are met. The Client Tax Associate position is required to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors.
Job Purpose:
The principal accountabilities of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by *** concentrating on the US markets initially. Currently our global markets include Canada, United States, Australia, United Kingdom, and New Zealand. The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, excel and third party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves into.
Primary Responsibilities for the role:
-Review and ensure 1099/1042-S Reporting is accurate
-Update excel files for accurate reporting values
-Ensure participant data is accurate
-Attain appropriate approvals, document and confirm successful submissions per jurisdiction
-Ensure that all tax filings and reporting for Corporate Clients and Shareworks by ***, are issued accurately and timely
-Review IRS filings and State filings are accurate
-Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
-Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
-Manage any special handling requirements for clients inclusive of tax form amendments for clients
-Audit tax form generation to ensure all forms for all clients have been completed
-Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
-Update processes and procedures policy portal as required
Key Skills/Qualifications:
-Familiarity US withholding and reporting for global employee share plan requirements
-Broker dealer experience or background preferred; preferably with 2-5 years' experience
-Strong Microsoft Office skills, Client in Excel, medium to advanced skill level
-Self-motivated and eager to learn
-Excellent time management skills during tight deadlines
-Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by their feedback
-Analytical, accurate, and strong problem solving skills essential
-Vocal ability to challenge business deficiencies identified through the tax production process
-An ability to articulate issues both in verbal and written form to help aid swift resolution
-Previous employee share plan and tax production background would be advantageous
-Comfortable with technology and technical concepts in a fast paced changing environment
-An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
-A deep belief in team success, collaboration and a willingness to adapt to continuous change
-An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals

About the Company

eTeam Inc.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.

COMPANY SIZE

100 to 499 employees

INDUSTRY

Other/Not Classified

FOUNDED

1998

WEBSITE

www.eteaminc.com

Resume Resources

Free Resume Templates Free Resume Builder