#JR-25025800
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Job Description:
This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.
This job is responsible for the analysis and resolution of tax operations processes and issues that require coordination of multiple stakeholders.
Key Responsibilities:
• Perform US IRW Tax Withholding and Reporting function
• Service tax related client inquiries and escalations particularly for the Prime Brokerage business
• Liaise with associates at all levels across global locations
• Participate in ad hoc projects for new processes, regulatory & industry initiatives
• Compile metrics and quality assurance results with a high degree of focus on regulatory controls
• Adhere to defined procedures and regulatory requirements
Responsibilities:
Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
Performs routine analytics, report creation, and exception processing
Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
Provides quality service and support for internal business partners and external clients
Required Skills:
• Proficient in Microsoft applications, in particular, Excel
• Strong reconciliation and problem solving skills
• Ability to multitask and work independently in a fast paced environment
• Excellent people management skills
• Strong organizational, analytical problem-solving skills
• Excellent written and verbal communication skills
• College degree or comparable work experience
Desired Skills:
• Chapter 3, 4, 61, 1099/1042s, and 871m knowledge
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward
• A continuous learner
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Skills:
Customer and Client Focus
Oral Communications
Written Communications
Adaptability
Attention to Detail
Critical Thinking
Problem Solving
Active Listening
Collaboration
Result Orientation
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - 1133 Ave Of The Americas - 1133 Ave Of The Americas (NY1533)
Pay and benefits information
Pay range
$24.00 - $35.22 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Learn more about this role