Manager of Tax Research and Planning
Leading Financial Services Firm - New York, NY
Job Summary
- Company
- Leading Financial Ser... Leading Financial Services Firm
- Location
New York, NY, US
- Job Type
- Regular
- Job Classification
- Full Time
- Experience
- not provided
- Education
- not provided
- Company Ref #
- 28409102840910
- AJE Ref #
- 555374549
- [+] More
Job Description
Manager- Tax Research and Planning
Primary responsibilities include:
andbull; Responsible for assisting managing counsel in ensuring global compliance of all businesses with U.S. information reporting and backup withholding, as well as providing tax training and support to Operations.andbull; Areas of concentration include U.S. Recipient Reporting and Withholding; Cost Basis Reporting; NRA Reporting and Withholding and, significantly, Merchant Card and Third Party Network Reporting and Withholding (under section 6050W); and FATCA compliance.andbull; Advise business units of their obligations (in oral communications and in writing) - including responding to day-to-day queries from the business - and assist in a panoply of compliance projects; serve as subject matter expert with grasp of broader aspects of the business.andbull; Develop relationship with Vendors Payable, Operations , Compliance, General Counsel's Office and Government Affairs Office as well as the business units; assist in oversight of cross functional teams. andbull; Execute research and analysis in applicable areas of federal income tax law and new or proposed tax legislation. andbull; Execute research and analysis in applicable areas of state tax law (relating to tax reporting and withholding matters).andbull; Develop and maintain materials and processes to facilitate timely, accurate and documented compliance and audit support.andbull; Assist global business compliance with tax forms and resolve escalated tax form issues. andbull; As member of tax counsel team, assist in representing the company in industry sessions and specialty forums, lobbying-related efforts and managing outside advisors.Requirements:
andbull; B.A. required; JD, LL.M, CPA or MST is not required but highly desirable.andbull; 4+ years corporate income tax experience including in reporting and withholding tax matters; experience with global compliance highly desirable. andbull; Significant experience in application of US withholding tax and documentation requirements preferred.andbull; Ability to work independently, communicate confidently and problem-solve effectively in a team environment and under tight deadlines.andbull; Ability to research law and review facts in order to formulate strategies.andbull; Must have very strong analytical/problem solving skills with ability to translate ideas into value added solutions.andbull; Must have excellent communication skills and organizational skills.
