UK US Tax Senior delivering expert tax advice for US Expatriate high - net - worth individuals in London. Providing strategic guidance on complex personal tax matters in a supportive environment.
About the role
- Tax Operations Associate handling analysis of tax information related to compliance and reporting. Collaborating in a hybrid role between tax software and internal databases for tax-related tasks.
Responsibilities
- Works within a team responsible for the analysis of tax information related to onboarding, withholding, cost basis and tax reporting
- Performs analysis and correction of daily transactions within systems of record. Escalate to appropriate party when missing data is identified
- Monitoring, researching and responding to incoming tax related correspondences within approved timelines
- Reviews and validates tax forms, updates system of record accordingly
- Reviewing Cost Basis Reporting System (CBRS) files and ensuring statements of information are sent appropriately in accordance with IRC
- Processing manual workarounds identified by queries, clearing out of balances as necessary and completing work items sent from Shareholders
- Ensure procedures are up to date with current processing
- Reconciles internal transfers between systems of record
- Cross-train on other department functions, acting as back up when necessary
- Willingness to learn tax concepts and enhance knowledge of tax reporting requirements
- Other duties as assigned
Requirements
- Preferred Associate’s Degree in Accounting or Bachelor’s Degree in Accounting, Business Administration, Finance or Economics
- Preferred 2+ years of working in an office setting
- Preferred 2+ years of operations, accounting and/or finance experience
- Knowledge of the stock market and stock industry
- Problem-solving skills
- Flexible, easily adapts to change
- Detail-oriented
- Ability to work independently and collaborate within a team
- Self-management and self-motivated skills
- Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint
- Must be able to effectively read, write and speak English
- Willing and able to work extended hours as needed.
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