Lenmar Consulting Inc
Lenmar is seeking an Operations Tax Analyst to help us support our global financial services client. This is a hybrid position that can be based out of Jersey City, NJ, or downtown NYC.
Sr. Recruiter at Lenmar Consulting Inc. Hiring for Global Financial Services Direct Clients. Note
Location: either Jersey City OR NYC (1 NY Plaza)
Hybrid: 3 days per week in office
Title: Operations Tax Analyst
Duration – 12 months + (Possibility of extension or conversion)
The Brokerage Operations Tax Compliance (OTC) group is a cross‑divisional team based in New York City and Jersey City. It sits within the Client Tax Operations group and has two core remits:
QA Testing: Quality Assurance is an added control layer supporting Client Tax Operations (CTO) functions through testing of production activity across the end‑to‑end tax processing lifecycle.
The Tax QA coverage is inclusive of Institutional, Wealth Management Retail, and Stock Plan Client Accounts and covers various Tax Regimes (e.g., IRS (US) Ch3, Ch4, & 61; Canadian Tax Reporting & Withholding Obligations, etc.)
Governance & Training: OTC maintains a multi‑faced governance program designed to oversee Brokerage's non‑U.S. entities’ compliance with various U.S. tax regimes and regulations, and to ensure triennial certifications and periodic reviews are performed with effective internal controls.
Additionally, OTC coordinates delivery of various training initiatives to support cross‑departmental knowledge sharing and tax awareness.
OTC is seeking an analyst to help support its core remits. The ideal candidate is highly adaptable and capable of balancing multiple deliverables at once. Also, highly analytical, and intellectually curious with a powerful desire to solve problems.
Responsibilities
Participate in the execution of the Tax Operations Quality Assurance Testing Process
Supporting strategic initiatives and projects, including automation of OTC processes
Contribute to reviewing and enhancing controls to further mature Tax Compliance
Qualifications
1‑3 years of Financial Services Experience, ideally with Operations Tax experience
1‑3 years of experience with IRS Rules Chapter 3 (NRA), Chapter 4 (FATCA), and Chapter 61 (Back‑up Withholding)
CRS and/or Canada Revenue Agency (CRA) Client Tax Requirements is a plus
Analytical and critical thinking skills for interpreting tax rules and logic
Attention to detail in validating documentation and reconciling client activity
Ability to manage manual and automated control processes, including but not limited to QA testing
Excellent communication skills, both oral and written
Critical thinking and problem‑solving skills; inclusive of sound judgement
Advanced proficiency in MS Excel, PowerPoint, and Word
Experience with Alteryx and/or Power BI is a plus
Referrals increase your chances of interviewing at Lenmar Consulting Inc by 2x
Seniority level
Associate
Employment type
Contract
Job function
Analyst and Finance
Industries
Financial Services, Investment Banking, and Banking
Regards,
Peter Swamy
Direct : 201 744 2238
P: 201 946 1777 Ext – 4007
#J-18808-Ljbffr
Sr. Recruiter at Lenmar Consulting Inc. Hiring for Global Financial Services Direct Clients. Note
Location: either Jersey City OR NYC (1 NY Plaza)
Hybrid: 3 days per week in office
Title: Operations Tax Analyst
Duration – 12 months + (Possibility of extension or conversion)
The Brokerage Operations Tax Compliance (OTC) group is a cross‑divisional team based in New York City and Jersey City. It sits within the Client Tax Operations group and has two core remits:
QA Testing: Quality Assurance is an added control layer supporting Client Tax Operations (CTO) functions through testing of production activity across the end‑to‑end tax processing lifecycle.
The Tax QA coverage is inclusive of Institutional, Wealth Management Retail, and Stock Plan Client Accounts and covers various Tax Regimes (e.g., IRS (US) Ch3, Ch4, & 61; Canadian Tax Reporting & Withholding Obligations, etc.)
Governance & Training: OTC maintains a multi‑faced governance program designed to oversee Brokerage's non‑U.S. entities’ compliance with various U.S. tax regimes and regulations, and to ensure triennial certifications and periodic reviews are performed with effective internal controls.
Additionally, OTC coordinates delivery of various training initiatives to support cross‑departmental knowledge sharing and tax awareness.
OTC is seeking an analyst to help support its core remits. The ideal candidate is highly adaptable and capable of balancing multiple deliverables at once. Also, highly analytical, and intellectually curious with a powerful desire to solve problems.
Responsibilities
Participate in the execution of the Tax Operations Quality Assurance Testing Process
Supporting strategic initiatives and projects, including automation of OTC processes
Contribute to reviewing and enhancing controls to further mature Tax Compliance
Qualifications
1‑3 years of Financial Services Experience, ideally with Operations Tax experience
1‑3 years of experience with IRS Rules Chapter 3 (NRA), Chapter 4 (FATCA), and Chapter 61 (Back‑up Withholding)
CRS and/or Canada Revenue Agency (CRA) Client Tax Requirements is a plus
Analytical and critical thinking skills for interpreting tax rules and logic
Attention to detail in validating documentation and reconciling client activity
Ability to manage manual and automated control processes, including but not limited to QA testing
Excellent communication skills, both oral and written
Critical thinking and problem‑solving skills; inclusive of sound judgement
Advanced proficiency in MS Excel, PowerPoint, and Word
Experience with Alteryx and/or Power BI is a plus
Referrals increase your chances of interviewing at Lenmar Consulting Inc by 2x
Seniority level
Associate
Employment type
Contract
Job function
Analyst and Finance
Industries
Financial Services, Investment Banking, and Banking
Regards,
Peter Swamy
Direct : 201 744 2238
P: 201 946 1777 Ext – 4007
#J-18808-Ljbffr