Jr Tax Ops Analyst (Max $23/hr W2)

Company Description

Finance

Job Description

The principal accountabilities of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by Brokerage concentrating on the US markets initially.

Familiarity US reporting for global employee share plan requirements

Previous employee share plan and tax production background would be advantageous

Responsibilities :
- Review and ensure 1099/1042-S Reporting is accurate
- Update excel files for accurate reporting values
- Ensure participant data is accurate
- Attain 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

Additional Information

All your information will be kept confidential according to EEO guidelines.