Brokerage Tax Operations jobs in United States
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Russell Tobin ยท 1 day ago

Brokerage Tax Operations

positionJersey City, NJ
timeContract
remoteHybrid
seniorityEntry Level
money$34/hr - $34/hr
date1+ years exp

Russell Tobin is seeking a dynamic and analytical individual to join their Brokerage Operations Tax Compliance team. This role focuses on ensuring compliance and enhancing the quality of tax operations across various client accounts and tax regimes, including executing quality assurance testing and supporting strategic initiatives.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Terell Cannon
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Responsibilities

Engage in the execution of the Tax Operations Quality Assurance Testing Process
Support strategic initiatives and projects, including the automation of OTC processes
Contribute to the review and enhancement of controls to advance Tax Compliance maturity

Qualification

IRS Rules familiarityAnalytical skillsQA testingFinancial Services experienceMS Excel proficiencyPowerPoint proficiencyWord proficiencyAlteryx experiencePowerBI experienceCommunication skillsAttention to detail

Required

Bachelor's degree and 1-3 years of experience in Financial Services, ideally in Operations Tax
Familiarity with IRS Rules Chapter 3 (NRA), Chapter 4 (FATCA), and Chapter 61 (Back-up Withholding)
Strong analytical and critical thinking skills for interpreting tax rules and logic
Attention to detail in validating documentation and reconciling client activity
Proficiency in managing manual and automated control processes, including QA testing
Excellent communication skills, both oral and written
Advanced proficiency in MS Excel, PowerPoint, and Word; experience with Alteryx and/or PowerBI is a plus

Benefits

Healthcare coverage (medical, dental, and vision plans)
Supplemental coverage options (such as accident insurance, critical illness insurance, and hospital indemnity)
A 401(k) retirement savings plan
Life and disability insurance
An employee assistance program
Legal support
Auto and home insurance
Pet insurance
Discounts with preferred vendors

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
dateFounded in 2010
location
New York, New York, USA
people-size201-500 employees
web-link
http://russelltobin.com

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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Company data provided by crunchbase