Demo

Client Tax Reporting Operations Support

Hired by Matrix
New York, NY Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/12/2025

At-a-Glance : Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Client Tax Reporting Operations Support.

Position Type : Contract

Hybrid ( days in office)

Required :

  • Familiarity with US 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 their feedback
  • Analytical, accurate, and strong problem-solving skills essential
  • Vocal ability to challenge business deficiencies identified through the tax production process
  • An 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
  • An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
  • A deep belief in team success, collaboration and a willingness to adapt to continuous change
  • An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals

Responsibilities :

  • The principal accountability of this position is to support all aspects of tax filings in our global markets for our Stock Plan / Retirements business under Share works concentrating on the US markets initially.
  • Review and ensure / -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 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 :

    If you think you'd be a good match, submit your resume and reach out to Abhinav at () - to learn more.

    Salary : $23 - $26

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