Operations Support

At-a-Glance:

Join a global financial institution in a dynamic role supporting tax operations.

Position Type:

• Contract
• Hybrid (3 days onsite per week)

Required:

• Experience in financial services.
• Bachelor's degree.
• 1-3 years of financial services experience, preferably within Tax Operations, Tax Compliance, or Operations Control functions.
• Experience validating IRS Forms W-8 and W-9 and/or supporting Forms 1099 and 1042-S reporting preparation.
• Strong analytical and critical thinking skills.
• Excellent attention to detail and ability to reconcile and validate data accurately.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Experience with data analytics and end-user automation tools preferred (e.g., CoPilot, Power BI, Alteryx).
• Experience conducting Quality Control Testing a plus.
• Knowledge of CRS and/or Canadian tax reporting requirements a plus.
• Hands-on tax operations experience in one or more of the following areas:
  • Year-end tax reporting, including Forms 1099 and 1042-S.
  • Tax operations quality assurance, testing, and control execution.
  • U.S. withholding tax regulations, including NRA, FATCA, and Backup Withholding requirements.

Responsibilities:

• Execute Quality Assurance testing across tax operations processes and controls.
• Assist in the development of testing scenarios, sampling methodologies, and test documentation.
• Contribute to process improvement and automation efforts using technology and user-developed solutions.
• Analyze tax-related data, identify exceptions, and investigate root causes.
• Assist with the review and enhancement of tax compliance controls and governance processes.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.

#LI-VK1
#HbM6349