Apply today and embark on an exciting career with a Fortune 500 firm in Commercial Investment Banking!
We are a reputable financial institution with over 200 years of history, offering innovative financial solutions to consumers, small businesses, and prominent clients worldwide. Currently, we are seeking an Investment Tax Analyst to join our Fortune 100 Commercial Investment Bank team.
DESCRIPTION
Tax Operations - Global Shares Team
RESPONSIBILITIES
- Ensure consistency in information reporting practices within accounting systems.
- Prepare and maintain procedure documentation.
- Map process flows for transaction and recipient information for CIB clients.
- Communicate the status of tax document preparation, progress, accuracy, and corrections to management.
- Maintain metrics on account filings and corrections.
- Research, communicate, and resolve questions from key stakeholders.
- Perform preliminary checks on tax reporting information before tax season and print day validations.
- Support team needs and provide specialized assistance during peak periods.
QUALIFICATIONS
- 3-6 years of US Tax experience (FATCA, 871M, withholding)
- Financial Services/Banking experience, with custody product knowledge a plus
- Proficiency in Microsoft Excel (Pivot Tables, VLOOKUP) for data reconciliation
- College degree or relevant work experience
- Ability to perform tax reconciliations
- Project management and analytical skills
- Strong communication skills with senior management
- Ability to adhere to procedures, controls, and deadlines
Reporting specifics include:
- AEOI - FATCA and CRS reporting for custodial financial institutions
- 1042S reporting
- T5/T5008 reporting (Canada)
- W form validation, US Indicia, and backup withholding application
- 1099 B and 1099 Div reporting, including IRS filings
Nice-to-Have
- Client service experience
- Technical skills such as Alteryx, Visual Basic, etc.
- Familiarity with internal custody systems
Dexian is a leading staffing and IT solutions provider with over 12,000 employees worldwide. As a major IT staffing firm and the second-largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Our platform connects talent, technology, and organizations to achieve impactful results.
Visit to learn more about us.
Dexian is an Equal Opportunity Employer committed to diversity and inclusion in hiring.
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