Tax Analyst
eTeam, Jersey City, NJ, United States
Operations Tax Compliance (OTC) Group
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 one of its primary functions is Tax Quality Assurance (QA). QA testing is an added control layer supporting Client Tax Operations (CTO) functions. Testing is focused on production activity across the end‑to‑end tax processing lifecycle to ensure alignment with regulatory compliance standards. 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.). In preparation for the integration of a newly acquired business, OTC is currently seeking an analyst to support a Quality Assurance project focused on evaluating Tax Forms W8/W9. Responsibilities
Participating in the execution of the Tax Operations Quality Assurance Testing Process Supporting strategic initiatives and projects, including automation of OTC processes Contributing to reviewing and enhancing controls to further mature Tax Compliance Qualifications
Bachelor’s degree (or relevant job experience) 1–3 years of Financial Services Experience, ideally with Operations Tax experience 1–3 years of experience validating IRS Tax Forms W9/W8 series Analytical and critical thinking skills for interpreting tax rules and logic; strong attention to detail Problem‑solving skills; inclusive of sound judgement Highly adaptable and capable of balancing multiple deliverables at once Strong communication skills, both oral and written Advanced proficiency in MS Excel Innovative mindset and experience with GenAI (e.g. CoPilot) and other user‑led automation tools (e.g. Alteryx, PowerBI) is a plus Location: either Jersey City OR NY (1 NY Plaza) – Hybrid: 3 days per week in office. Max Supplier Rate: *** SS POC: Aaron Lorton
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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 one of its primary functions is Tax Quality Assurance (QA). QA testing is an added control layer supporting Client Tax Operations (CTO) functions. Testing is focused on production activity across the end‑to‑end tax processing lifecycle to ensure alignment with regulatory compliance standards. 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.). In preparation for the integration of a newly acquired business, OTC is currently seeking an analyst to support a Quality Assurance project focused on evaluating Tax Forms W8/W9. Responsibilities
Participating in the execution of the Tax Operations Quality Assurance Testing Process Supporting strategic initiatives and projects, including automation of OTC processes Contributing to reviewing and enhancing controls to further mature Tax Compliance Qualifications
Bachelor’s degree (or relevant job experience) 1–3 years of Financial Services Experience, ideally with Operations Tax experience 1–3 years of experience validating IRS Tax Forms W9/W8 series Analytical and critical thinking skills for interpreting tax rules and logic; strong attention to detail Problem‑solving skills; inclusive of sound judgement Highly adaptable and capable of balancing multiple deliverables at once Strong communication skills, both oral and written Advanced proficiency in MS Excel Innovative mindset and experience with GenAI (e.g. CoPilot) and other user‑led automation tools (e.g. Alteryx, PowerBI) is a plus Location: either Jersey City OR NY (1 NY Plaza) – Hybrid: 3 days per week in office. Max Supplier Rate: *** SS POC: Aaron Lorton
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