Jr. Financial Analyst

At-a-Glance:

Are you ready to build your career by joining a global financial institution, If so, our client is hiring a Jr. Financial Analyst!

Position Type:

Contract

Hybrid (in office 3 days per week)

Required:

• Familiarity US withholding and reporting for global employee share plan requirements.
• Self-motivated and eager to learn.
• Excellent time management skills during tight deadlines.
• Proactively engage and collaborate with all co-workers globally to build positive rapport to contribute as an effective team member as measured by feedback.
• Analytical, accurate, and strong problem-solving skills essential.
• Vocal ability to challenge business deficiencies identified through the tax production process.
• Ability to articulate issues both in verbal and written form to help aid swift resolution.
• Previous employee share plan and tax production background would be advantageous.
• Comfortable with technology and technical concepts in a fast-paced changing environment.
• Aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities.
• Deep belief in team success, collaboration and a willingness to adapt to continuous change.
• Ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals.
  
  
  

Responsibilities:

• Support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by concentrating on the US markets initially.
• Global markets include Canada, United States, Australia, United Kingdom, and New Zealand.
• The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, excel and third-party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves into.
• Review and ensure 1099/1042-S Reporting is accurate.
• Update excel files for accurate reporting values.
• Ensure participant data is accurate.
• Attain appropriate approvals, document and confirm successful submissions per jurisdiction.
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Morgan Stanley, are issued accurately and timely.
• Review IRS filings and State filings are accurate.
• Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year.
• Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews.
• Manage any special handling requirements for clients inclusive of tax form amendments for clients.
• Audit tax form generation to ensure all forms for all clients have been completed.
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities.
• Update processes and procedures policy portal as required.
  
  
  

Get in Touch:

We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Abhishek at (201) 336-0795 to learn more.

#HbM6349