What are the responsibilities and job description for the Tax Manager position at FNZ Group?
Role Description
FNZ is currently developing a new wealth account platform, and this role will participate and support the development, testing, configuration and integration for the new system. The U.S. Tax Manager to join our inhouse tax team to manage the tax team with day-to-day function and analyze and process tax information and data for FNZ wealth customers where it's needed to help the team members.
The Tax Manager / AVP will report to the VP of Tax operation for North America and will be an important member of a tax team servicing 10,000 wealth customers comprised of a variety of accounts such as Individual, IRA, NRA, Family and Personal Trusts, Corporations, Charities, LLC, LLP, etc. General responsibilities will be daily monitoring of withholding tax, executing tax payments to tax authorities. analysis of transactional data on corporate actions, dividend / interest payments, amortization / accretion, income allocations, wash sales, gain / loss and making proper adjustments for tax purposes and the preparation of client and 1099 reporting
- Work as part of the tax team to manage daily tax functions, such as
- Provide timely support and clear tax advice to the Group Head of Tax and the wider business.
- Review and if necessary, implement new processes / controls for tax compliance globally.
Role Responsibilities
Tax Compliance
Tax Advisory
Assist on Ad-hoc projects - i.e. participate new tax build as part of onboarding new clients, etc.
Experience required
What FNZ offers :
About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward.
Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world.
At FNZ we know that great impact is only possible with great teamwork.
That's why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
