Job Overview:
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The role of Tax Operations Specialist is a critical one, tasked with ensuring the financial integrity of corporate actions and regulatory compliance. This involves reviewing tax implications of mergers, tender offers, and other business decisions, communicating relevant considerations to stakeholders, and preparing/reviewing end-of-period closing and reporting for withholding tax processes.
To excel in this position, you will need 3+ years of experience in a tax, accounting, or finance role at a public accounting firm or within the financial services/asset management space. A Bachelor's degree in business administration, accounting, finance, or related field is required. Prior tax experience is highly valued.
This is an exciting opportunity to collaborate with colleagues across various departments, including portfolio managers, business heads, HR, Legal, Middle Office, and IT. The successful candidate will be self-motivated, possess strong written and verbal communication skills, and be able to prioritize tasks and manage time efficiently.
Key Responsibilities:
* Monitor and review tax implications of corporate actions (mergers, tender offers) and communicate relevant considerations to stakeholders
* Prepare and/or review end-of-period closing and reporting for withholding tax processes
* Partner with Compliance and Risk Controls teams to ensure no negative tax implications to external investors
* Prepare and/or review tax withholding forms, FATCA/CRS self-certifications, and FATCA registrations
* Prepare and/or review monthly/annual sales tax and property tax returns, and assist with refund claims and audits
* Prepare and/or review annual Report of Foreign Bank and Financial Accounts (FBAR), quarterly and annual analysis of tax positions and liabilities for audited financial statements (ASC740), and quarterly IRC Section 163(j) analysis to ensure tax deductibility of interest expense
* Assist with IRC Section 174 compliance and research & development credit calculations and reporting
* Identify and implement process improvements, and support tax automation initiatives
* Collaborate with colleagues across the organization, including portfolio managers, business heads, HR, Legal, Middle Office, and IT
* Assist with implementing management reporting and analysis to help add value to the business