Tax Operations Analyst

Immediate need for a talented Tax Operations Analyst. This is a 12+ months contract opportunity with long-term potential and is located in Jersey City, NJ(Hybrid ). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-87530

Pay Range: $48 - $52/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Candidate Success Factors:
• Results and Impact
• Able to influence peers and team.
• Demonstrates good judgement when making decisions of high complexity and impact.
• Exercise appropriate autonomy in the execution and delivery of work.
• Responsible for driving outcomes, which have meaningful effect on team or department.
• Leadership and Collaboration:
• Creates trust with colleagues.
• Acts in leadership capacity for projects, processes, or programs.
• Client, Customer and Stakeholder Focus:
• Able to build relationships with a mix of colleagues and clients.
• Interacts regularly with management and department leaders.
• Demonstrates the ability to influence stakeholders at the team level.
• Compliance Culture and Conduct:
• Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.
• Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.
•  Validate taxability of Corporate actions using CCH, identifying impacts to Cost basis
• Update Cost basis engine for all voluntary Corporate actions based on taxability
• Manage monthly 1099B reconciliation for all reportable transactions
• Management of daily Front Office inquiries regarding cost basis, taxability and reporting
• Provide support for remediation of cash reconciliation breaks in portfolio account system to support daily client reporting inquiries, as well as daily bookings of Corporate Actions events for client reporting
• Help validate/update cost basis on incoming transfer statements via CBRS or paper statements
• Assist with generation of transfer statements for all deliveries to external brokers via CBRS or paper
• Assist with generation of request statements for all incoming positions
• Support year-end cost basis reconciliation
• Adjust portfolio accounting system to reflect reclassification of income
• Assist with review of all transfer bookings between books and records vs Cost basis engine
• Cross-train and provide support to other divisions of the ITO Tax Operations department

Key Requirements and Technology Experience: 

• Key Skills; Tax Reporting & Documentation Expertise
• Cost Basis & Reconciliation Management
• Advanced Excel & Analytical Skills
• BA required
• Proficient computer skills, particularly in the use of Microsoft Office Access, Excel and/or other business related software programs.
• Quick learner, taking detailed notes as references
• Driven by client needs and satisfaction
• Proactive, motivated and willing to comprehend new concepts
• Strong verbal and written communication skills
• Highly attentive to detail
•  5 years of tax information reporting, withholding, and tax documentation management experience in the financial services industry
• Strong knowledge and comprehension of Internal Revenue Code Chapter 61
• Knowledge of Broadridge systems/products such as BPS, TMS (Tax Managed Services) and TDS (Tax Data Solutions), or similar settlement and reporting systems
• Experience validating client tax docs (Forms W-8 series, Forms W-9) using MD3, and updating back office static data and referential data systems
• Proven track record of contributing to team oriented tasks and strategies, with the ability to identify client driven enhancements
• Control orientated mindset
• Advanced Microsoft Excel experience and skills
• Ability to perform multiple tasks and meet established deadlines in a fast pace work environment with minimal supervision.
• Solutions oriented thinker who is able to generate creative ideas
• Effective analytical, organizational, and problem resolution skills

Our client is a leading banking and 

inancial  industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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