Tax Operations Analyst

Job Location(s) US-NJ-Jersey City
Posted Date 2 months ago(1/17/2018 12:44 PM)
Job ID
Position Type
Contract (Full-Time)
# of Openings


The Tax Operations Specialist is a seasoned professional who will work on components of the day to day functions of Tax Operations - US Tax Documentation, Withholding & Reporting Functions for FATCA purposes. 


We are looking for candidates with Foreign Account Tax Compliance Act (FATCA), Chapter 3 and Chapter 61 compliance experience to join our Tax Operations team. 


  • Daily Tax Documentation Validation of IRS Form W-9 and Form W8 series 
  • Perform Back Up, NRA, FATCA Tax ledger reconciliations, deposits including control reports 
  • Year End Reporting of Form 1099, 1042S and support the filing of the Firm Returns 945, 1042 and 8966 including any State Tax Reporting 
  • Process (IMY) Intermediary Tax Forms, Allocation and Withholding Statements 
  • Handle B/C Notices and assist with the Year End recertification process for expired W8 tax forms 
  • Assist in the migration of un-remediated tax processes/deliverables 
  • Assist with User Acceptance Testing 


Person Requirements Basic Qualifications: 

  • Bachelor’s Degree in Finance, Accounting or related field 
  • 1-2 years financial services experience 
  • 1-2 years MS Project, Excel, Visio, Word, PowerPoint and SharePoint experience 

Preferred Qualifications 

  • Must have strong MS excel, problem solving and analytical skills 
  • Must possess excellent written, communication, interpersonal skills 
  • Must be delivery-focused and able to meet aggressive delivery dates 
  • Treasury Regulations Section 1441, FATCA knowledge is good to have


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