Tax Associate (ESOP/Employee Share Plan Max $26/hr W2)

Primary Responsibilities

• Review and ensure 1099/1042-S Reporting is accurate
• Update excel files for accurate reporting values
• Ensure participant data is accurate
• Acquire appropriate approvals, document and confirm successful submissions per jurisdiction
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and timely
• Review IRS filings and State filings are accurate
• Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the year
• Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary reviews
• Manage any special handling requirements for clients inclusive of tax form amendments for clients
• Audit tax form generation to ensure all forms for all clients have been completed
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
• Update processes and procedures policy portal as required

Key Skills/Qualifications

• Familiarity US withholding and reporting for global employee share plan requirements
• Broker dealer experience or background preferred; preferably with 2-5 years' experience
• Strong Microsoft Office skills, emphasis in Excel, medium to advanced skill level
• Self-motivated and eager to learn
• Excellent time management skills during tight deadlines
• Proactively engage and collaborate with all co-workers globally to build positive rapport to contributes an effective team member as measured by their feedback
• Analytical, accurate, and strong problem solving skills essential
• Vocal ability to challenge business deficiencies identified through the tax production process
• An ability to articulate issues both in verbal and written form to help aid swift resolution
• Previous employee share plan and tax production background would be advantageous
• Comfortable with technology and technical concepts in a fast paced changing environment
• An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equities
• A deep belief in team success, collaboration and a willingness to adapt to continuous change
• An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals