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Tax Manager
Underground Administration
New York, new york
Job Details
Full-time
Full Job Description
Tax Manager (Investment)
Up to 214k
Hybrid in NYC
Candidate will be a Tax Manager/VP and part of the Investment & Securities team. They will contribute to the team focus across areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.
Benefits
- Start on 1st day
- Medical, dental, vision
- 6% match on 401k, 4-16 weeks paid parental leave
- 144 hours up-front PTO, additional PTO afterward (accrued)
- Variable bonuses, backup child care, tuition reimbursement
- Commuter benefits, paid parking, more
Responsibilities
- 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
- Lead several strategic initiatives across technology, process, control, operational excellence
- Work closely with Corporate Tax and Compliance to analyze complex matters and implement solutions
- Support year-end reporting readiness, including trial runs, quality assurance, and finalization of reporting.
- Advise leadership to develop or influence complex objectives, processes, industry related regulations, and long-term goals for highly complex business needs across organization
- Strategically engage with all levels of professionals and managers companywide
- Provide vision, direction and expertise to leadership
Required
- 5+ years of Institutional Investment Operations experience
Desired
- 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 swaps
- Working knowledge 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
- Track record of leading strategic complex deliverables