Tax Operations Analyst

Job Description

Responsibilities :

Responsible for providing clerical support such as filing and data entry.

Daily tax processing and client reporting functions. This includes but is not limited to Local and Global Clearing and Custody (LC & GC) with respect to:

Client tax documentation review and account validation

Tax projections, withholding, and adjustments

Daily exception monitoring

Provide operations support for the production of all 1042-S and 1099 U.S. regulatory tax filings.

Deliver client reporting for pending payments and allocation of tax treaty rates to be applied

Process EDS elections at US Depository for relief at source opportunities

Work closely with the income and corporate actions department for the proper tax treatment of events

Review events for the proper tax treatment under Section 302/304 of the IRC

Respond to client inquiries with detailed responses in a timely manner

Ensure client accounts are properly documented and documents provided are complete and accurate

Deliver high quality of service to ever more demanding clients

Complete projects and initiatives as assigned.

Ensure responsibilities are performed within appropriate client service level agreement (SLA)

Follow the main principles of Banking Operations, especially through the segregation of tasks

Ensure operational procedures are clearly defined, updated and followed

Participate in the design and the implementation of IT solutions necessary for the completion and the development of the CCS activity in line with BPSS standards and objectives and in line with client activities

Initiate and drive initiatives/system updates to improve tax processing capability

Facilitate communication between US and Lisbon operational teams

Required Skills:

BA required

1-3 years financial industry experience with a preferred emphasis on tax reporting in the U.S.

Requires prior knowledge of industry terminology and business processes.

Strong familiarity with all US security products and taxation

Proactive, self-motivated, and demonstrates initiative

Extremely detailed orientated

Ability to develop and document processes and procedures

Ability to juggle multiple priorities while respecting tight deadlines

Displays a keen sense of ownership, responsibility and accountability

Strong involvement and good communication skills with client focus

Excellent analytical skills and problem solving skills

Preferred Skills:

Advanced degree considered a plus

Experience with taxation rules in global markets is considered a plusCompany Description

SGA started in 1981 as a Wall Street / Financial Industry focused IT Resource Solutions company. Throughout growth and expansion into more vertical industries across North America, we’ve built internal teams and processes to best match the needs of each client and each vertical. Read on for insight on the Industries We Serve and the Core Competencies currently supported.