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Tax Operations Lead Specialist
$84k-105k (estimate)
Full Time
6 Days Ago
Cutting Edge Search is Hiring a Tax Operations Lead Specialist Near Charlotte, NC
Job Purpose -
- The Client's Corporate and Investment Banking (CIB) Operations team is seeking a Lead Institutional Investment Operations Specialist within the Tax Operations team. This role involves leading global tax activities, including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.
- Lead tax withholding and reporting functions, ensuring accurate processes and approvals by team members.
- Collaborate with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders for accurate reporting, withholding, and reimbursements.
- Utilise business intelligence to identify and resolve exceptions throughout the year.
- Oversee strategic initiatives across technology, process, control, and operational excellence.
- Work with Corporate Tax and Compliance to analyse complex issues and implement solutions.
- Support year-end reporting readiness, including trial runs, quality assurance, and finalisation.
- Advise leadership on complex objectives, processes, industry regulations, and long-term goals.
- Engage strategically with professionals and managers companywide.
- Provide vision, direction, and expertise to leadership.
- 5 years of Institutional Investment Operations experience or equivalent through work experience, training, military experience, or education.
- Experience with tax withholding and tax reporting functions.
- Understanding of asset servicing events across equities and fixed income securities.
- Familiarity with options and swaps.
- Knowledge of tax solutions such as Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI.
- Ability to interpret technical requirement documents and system flows for reporting requirements.
- Strong analytical skills with attention to detail and accuracy.
- Experience in developing partnerships and collaborating with other business and functional areas.
- Strong organisational, multi-tasking, and prioritising skills.
- Experience delivering results in a fast-paced, deadline-driven environment.
- Professional verbal and written communication skills.
- Proven track record of leading strategic, complex deliverables.
Job Summary
JOB TYPE
Full Time
SALARY
$84k-105k (estimate)
POST DATE
06/23/2024
EXPIRATION DATE
12/18/2024
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