Top Tier Investment Banking firm is looking for a Tax Operations professional to join their growing team. This is an excellent opportunity to contribute to broader team focus areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives. Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members. Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements. Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year.

QUALIFICATIONS

• 5 years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
• Experience with tax withholding and tax reporting functions
• Understanding of asset servicing events including across equities and fixed income securities
• Familiarity with options and swapsknowledge of one or more of the following Tax solutions: Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI
• Ability to interpret technical requirement documents and system flows to translate into reporting requirements
• Strong analytical skills with high attention to detail and accuracy
• Experience developing partnerships and collaborating with other business and functional areas
• Strong organizational, multi-tasking, and prioritizing skills
• Experience delivering results in a fast-paced, deadline driven environment
• Highly refined and professional verbal and written communications
• Track record of leading strategic complex deliverables

This role will sit HYBRID out of either Charlotte, NC or New York, NY office.