
Tax Analyst
Dexian, Los Angeles, CA, United States
3 days ago Be among the first 25 applicants
Direct message the job poster from Dexian
Senior National Recruiter, Finance and Professional Services at Dexian | Disys
Apply today and embark on an exciting career with a Fortune 500 firm in Commercial Investment Banking! As one of the oldest and most reputable financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients, we are seeking a Investment Tax Analyst to join a Fortune 100 Commercial Investment Bank! Their history spans over 200 years and today they are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. DESCRIPTION Tax Operations - Global Shares Team RESPONSIBILITIES Ensure consistency in information reporting practices within accounting systems. Prepare and maintain procedure documentation. Mapping process flow for transaction information and recipient information for CIB clients. Prepare communication on status of tax document preparation, progress, accuracy, and correction, and present to Management. Maintain metrics on account filings and corrections. Research, communicate, and resolve questions for key stakeholder(s). Perform preliminary checks on tax reporting information, before Tax Season and Print Day validations. Assist in overall needs of the team and provide support in areas of specialty as well as during peak periods. QUALIFICATIONS 3-6 years of US Tax experience (FATCA, 871M, withholding) Financial Services/Banking experience (Custody product knowledge a PLUS) Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Reconciliation College degree or relevant work experience Ability to perform tax reconciliations Project Management/Analytic experience Demonstrated Communication skills with Senior Management Ability to adhere to procedures, controls, and deadlines. Reporting Specifics: AEOI – FATCA and CRS reporting for an entity regarded as a custodial financial institution 1042S reporting T5/T5008 reporting (Canada) W form validation, US Indicia and the subsequent application of back up withholding 1099 B and 1099 Div reporting as well as 1099 copy to IRS filing Nice-to-Have Alteryx, Visual Basic, or other technical skills a PLUS Familiarity with internal custody systems a PLUS Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance, Analyst, and Accounting/Auditing Industries Investment Banking, Capital Markets, and Financial Services Referrals increase your chances of interviewing at Dexian by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Tax Analyst” roles.
Newark, DE $62,000.00-$72,000.00 3 weeks ago 100% Remote Tax Manager (International Tax) - Top 100 firm
Wilmington, DE $70,000.00-$90,000.00 1 month ago Newark, DE $96,000.00-$120,000.00 2 days ago Newark, DE $80,000.00-$110,000.00 2 days ago Wilmington, DE $90,000.00-$120,000.00 3 days ago Wilmington, DE $100,000.00-$120,000.00 2 days ago New Castle County, DE $75,000.00-$105,000.00 1 day ago New Castle County, DE $130,000.00-$135,000.00 4 days ago Wilmington, DE $65,000.00-$85,000.00 1 day ago Wilmington, DE $100,000.00-$140,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Apply today and embark on an exciting career with a Fortune 500 firm in Commercial Investment Banking! As one of the oldest and most reputable financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients, we are seeking a Investment Tax Analyst to join a Fortune 100 Commercial Investment Bank! Their history spans over 200 years and today they are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. DESCRIPTION Tax Operations - Global Shares Team RESPONSIBILITIES Ensure consistency in information reporting practices within accounting systems. Prepare and maintain procedure documentation. Mapping process flow for transaction information and recipient information for CIB clients. Prepare communication on status of tax document preparation, progress, accuracy, and correction, and present to Management. Maintain metrics on account filings and corrections. Research, communicate, and resolve questions for key stakeholder(s). Perform preliminary checks on tax reporting information, before Tax Season and Print Day validations. Assist in overall needs of the team and provide support in areas of specialty as well as during peak periods. QUALIFICATIONS 3-6 years of US Tax experience (FATCA, 871M, withholding) Financial Services/Banking experience (Custody product knowledge a PLUS) Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Reconciliation College degree or relevant work experience Ability to perform tax reconciliations Project Management/Analytic experience Demonstrated Communication skills with Senior Management Ability to adhere to procedures, controls, and deadlines. Reporting Specifics: AEOI – FATCA and CRS reporting for an entity regarded as a custodial financial institution 1042S reporting T5/T5008 reporting (Canada) W form validation, US Indicia and the subsequent application of back up withholding 1099 B and 1099 Div reporting as well as 1099 copy to IRS filing Nice-to-Have Alteryx, Visual Basic, or other technical skills a PLUS Familiarity with internal custody systems a PLUS Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance, Analyst, and Accounting/Auditing Industries Investment Banking, Capital Markets, and Financial Services Referrals increase your chances of interviewing at Dexian by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Tax Analyst” roles.
Newark, DE $62,000.00-$72,000.00 3 weeks ago 100% Remote Tax Manager (International Tax) - Top 100 firm
Wilmington, DE $70,000.00-$90,000.00 1 month ago Newark, DE $96,000.00-$120,000.00 2 days ago Newark, DE $80,000.00-$110,000.00 2 days ago Wilmington, DE $90,000.00-$120,000.00 3 days ago Wilmington, DE $100,000.00-$120,000.00 2 days ago New Castle County, DE $75,000.00-$105,000.00 1 day ago New Castle County, DE $130,000.00-$135,000.00 4 days ago Wilmington, DE $65,000.00-$85,000.00 1 day ago Wilmington, DE $100,000.00-$140,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr