New York City, NY

Job Type
Full-Time Temporary

Pay Rate

Senior Accountant

Work Location: 1 New York Plaza, New York, MY 10004

Duration: 10 months

Pay rate: $45.00

The Firm’s US Operations Tax Compliance (OTC) group is a cross-divisional operational team which supports Retail, Institutional, and Corporate business lines. OTC is responsible for ensuring compliance with IRS & State Regulations relating to US tax withholding, reporting, and filing obligations across Retail and Institutional-based clients and legal entities. The successful candidate will:

  • Support administration and management of the firm’s FATCA/QI/QDD Compliance Program, including:
    • the review and improvement of controls that impact the firm’s ability to comply with documentation, withholding and information reporting regulations,
    • performing documentation, withholding and reporting testing and evaluation of Tax Operations processes and firm systems,
    • collecting key metrics that provide senior Operations and OTC management with a view of compliance and areas of focus for continuing improvement
  • Perform UAT testing for system upgrades, defect fixes, and phased regulatory functionality.
  • Assist in monitoring and maintaining FATCA, QI, QDD status for applicable firm legal entities.
  • Assist the team with the registration of legal entities on the IRS portal, the creation and distribution of firm tax form requests, the preparation W-8/W-9 tax forms for third parties and reconciling legal entity reports among various systems.

Your Experience and Skills

You have:

  • a Bachelor’s degree
  • 5-7 years of relevant experience in Financial Services
  • excellent verbal and written communication skills, with the ability to persuasively communicate complex issues succinctly and clearly
  • a strong work ethic and attention to details
  • solid analytical and problem solving skills
  • a risk and compliance mindset
  • an advanced proficiency in MS Excel, PowerPoint, and Word

You are:

  • willing to learn, and able to balance a diverse work-load with multiple deadlines
  • highly organized with the ability to prioritize and think critically
  • flexible and capable of prioritizing based on business demands
  • team-oriented with strong interpersonal skills reliable and resilient
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