Tax Documentation Specialist

Opis klienta:

Currently, we are searching for a Candidate for our Financial Client - Global Investment Bank

Zakres odpowiedzialności:

• Perform administrative matters with respect to the review, communication, and maintenance with respect to our custody clients’ tax documentation.
• Develop an understanding of the market’s regulatory environment, tax documentation requirements, eligible entity types, and withholding tax environment for assignment countries/client base.
• Perform account and market reconciliations and work with Senior Analysts to resolve issues.
• Review changes in account information to determine impact on client tax documentation and requirements and work with Senior Analysts and Manager to resolve.
• Participate in the solicitation process for new documentation, as necessary, as well as prior to expiration and works with assigned client service base to proactively solicit.
• Assume additional tax functions as business needs develop
• Review and respond to internal client inquiries relating to tax compliance, tax reporting matters or tax documentation matters.
• Escalate to senior analyst or manager on tax documentation/ compliance issues to mitigate risk.
• Work with the team to establish and/or improve procedures for tax compliance related activities
• Assist with business requirements and testing of systems changes

Profil kandydata:

• BA/BS or equivalent combination of experience and/or education
• Tax knowledge/ experience preferred
• Written and oral communication skills with ability to convey information to internal and external clients in a clear, focused, assertive and concise manner.
• Highly organized, detail oriented, self-motivated, capable of monitoring and completing a variety of projects simultaneously.
• Ability to work in a potentially high pressure, client driven environment, under daily deadlines