Job Responsibilities:
- Reconcile banking and tax systems: Ensure accurate reporting for clients and tax authorities across various jurisdictions (e.g., US, UK, Germany, Indonesia, FATCA, CRS).
- Review transaction feeds: Analyze transactions across different products and securities, ensuring correct tax withholding and remittance.
- Liaise with operations teams: Work with teams like Asset Servicing, Middle Office, and Derivatives for transaction reviews and corrections.
- Collaborate with Tax Tech and Projects: Support system enhancements and tax reporting for new products.
- Maintain high standards: Adhere to process controls and ensure no lapses.
- Resolve process issues: Interact with stakeholders to address issues and enhance process controls.
- Suggest enhancements: Propose process improvements and automations, and conduct risk and control analyses.
Required qualifications, capabilities and skills:
- Global Securities and Trade Settlement: Knowledge in these areas is essential.
- Attention to Detail: Ability to identify variances and abnormalities in gain/loss and FX.
- At least 4years of relevant work experience.
- Microsoft Office Proficiency: Skilled in Word, Excel, and Outlook.
- Effective Communication: Ability to communicate across all levels, with an executive presence for stakeholder interaction.
Preferred qualifications, capabilities and skills:
- Corporate Actions and Tax Reporting: Familiarity with security transfers, tax, and gain/loss reporting is preferred.
- US Tax Reporting Knowledge: Understanding of 1042s, 1099, FATCA, and CRS reporting is advantageous.