Manager of Tax Research and Planning

Leading Financial Services Firm - New York, NY

January 25, 2012

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
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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.

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