VNSURE BUSINESS SOLUTIONS PRIVATE LIMITED · 3 months ago
Tax Analyst III
Jersey City, NJ
Full-time
Onsite
Mid, Senior Level
5+ years expVNSURE BUSINESS SOLUTIONS PRIVATE LIMITED is seeking a Tax Analyst III to manage tax-related responsibilities. The role involves validating taxability of corporate actions, managing 1099B reconciliations, and providing support for client reporting inquiries.
ConsultingHuman ResourcesStaffing Agency
Responsibilities
Validate taxability of Corporate actions using CCH, identifying impacts to Cost basis
Update Cost basis engine for all voluntary Corporate actions based on taxability
Manage monthly 1099B reconciliation for all reportable transactions
Management of daily Front Office inquiries regarding cost basis, taxability and reporting
Provide support for remediation of cash reconciliation breaks in portfolio account system to support daily client reporting inquiries, as well as daily bookings of Corporate Actions events for client reporting
Help validate/update cost basis on incoming transfer statements via CBRS or paper statements
Assist with generation of transfer statements for all deliveries to external brokers via CBRS or paper
Assist with generation of request statements for all incoming positions
Support year-end cost basis reconciliation
Adjust portfolio accounting system to reflect reclassification of income
Assist with review of all transfer bookings between books and records vs Cost basis engine
Cross-train and provide support to other divisions of the ITO Tax Operations department
Qualification
Required
BA required
Proficient computer skills, particularly in the use of Microsoft Office Access, Excel and/or other business-related software programs
Quick learner, taking detailed notes as references
Driven by client needs and satisfaction
Proactive, motivated and willing to comprehend new concepts
Strong verbal and written communication skills
Highly attentive to detail
Preferred
5 years of tax information reporting, withholding, and tax documentation management experience in the financial services industry
Strong knowledge and comprehension of Internal Revenue Code Chapter 61
Knowledge of Client systems/products such as BPS, TMS (Tax Managed Services) and TDS (Tax Data Solutions), or similar settlement and reporting systems
Experience validating client tax docs (Forms W-8 series, Forms W-9) using MD3, and updating back office static data and referential data systems
Proven track record of contributing to team-oriented tasks and strategies, with the ability to identify client driven enhancements
Control orientated mindset
Advanced Microsoft Excel experience and skills
Ability to perform multiple tasks and meet established deadlines in a fast-paced work environment with minimal supervision
Solutions oriented thinker who is able to generate creative ideas
Effective analytical, organizational, and problem resolution skills
Company
VNSURE BUSINESS SOLUTIONS PRIVATE LIMITED
VNSURE BUSINESS SOLUTIONS PRIVATE LIMITED is a company based out of OLD NO:47, NEW NO:130, GREAMS ROAD, THOUSAND LIGHTS, CHENNAI, Tamil Nadu, India.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase