Tax Analyst Intermediate (3-6 years)

We are offering a permanent employment opportunity for a Tax Analyst Intermediate in Newark, Delaware. The role is focused on tax analysis and research, with a significant emphasis on tax withholding and reporting. The successful candidate will be expected to work in a hybrid setting, with a requirement for office attendance during the tax season.

• Accurately processing customer credit applications
• Conducting thorough tax analysis and research
• Ensuring tax withholding and reporting are completed accurately
• Performing tax reconciliations to ensure all records are accurate
• Overseeing AEOI - FATCA and CRS reporting for a custodial financial institution
• Handling 1042S, T5/T5008, and 1099 B and 1099 Div reporting
• Validating W forms for US Indicia and applying back up withholding
• Maintaining accurate customer credit records
• Communicating effectively with senior management
• Adhering to procedures, controls, and deadlines
• Ensuring consistency in information reporting practices within accounting systems
• Preparing and maintaining procedure documentation
• Mapping process flow for transaction information and recipient information for CIB clients
• Preparing communication on the status of tax document preparation progress, accuracy, and correction and presenting to Management
• Maintaining metrics on account filings and corrections
• Researching, communicating, and resolving questions for key stakeholders
• Performing preliminary checks on tax reporting information before Tax Season and Print Day validations
• Assisting in overall needs of the team and providing support in areas of specialty as well as during peak periods. • Proven experience as a Tax Analyst for a minimum of 3 to 6 years.
• Strong communication skills to effectively liaise with stakeholders and team members.
• Solid management skills to oversee tax-related projects.
• Proficiency in creating and analyzing various types of reports.
• Knowledge of tax procedures and the ability to apply them effectively.
• Analytical skills to evaluate tax data and make recommendations.
• Research skills to stay updated on tax laws and regulations.
• Project management abilities to oversee tax-related projects from inception to completion.
• Experience with reconciliations and check processing.
• Ability to perform ad hoc financial tasks as required.
• Track record of making progress in a fast-paced environment.
• Proficiency in tax accounting and filing procedures.
• Familiarity with best practices in the tax field.
• Experience preparing financial notes and metric reporting.
• Ability to work with real estate-related tax issues.
• Good attendance record demonstrating reliability and commitment.
• Knowledge of tax laws as they relate to entity formation.
• Familiarity with Zoom for virtual meetings and discussions.
• Experience creating and implementing validation plans.
• Knowledge of IRS regulations and procedures.
• Proficiency in various accounting systems.