Posted in: Other in Charlotte | Posted: |
Tax Manager (Investment)
Up to 192k
Hybrid in Charlotte, NC
Candidate will be a Tax Manager/VP and part of the Investment & Securities team. They will contribute to the team focus across areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.
Benefits
Start on 1st day
Medical, dental, vision
6% match on 401k, 4-16 weeks paid parental leave
144 hours up-front PTO, additional PTO afterward (accrued)
Variable bonuses, backup child care, tuition reimbursement
Commuter benefits, paid parking, more
Responsibilities
Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members
Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements
Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year
Lead several strategic initiatives across technology, process, control, operational excellence
Work closely with Corporate Tax and Compliance to analyze complex matters and implement solutions
Support year-end reporting readiness, including trial runs, quality assurance, and finalization of reporting.
Advise leadership to develop or influence complex objectives, processes, industry related regulations, and long-term goals for highly complex business needs across organization
Strategically engage with all levels of professionals and managers companywide
Provide vision, direction and expertise to leadership
Required
5+ years of Institutional Investment Operations experience
Desired
Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
Experience with tax withholding and tax reporting functions
Understanding of asset servicing events including across equities and fixed income securities
Familiarity with options and swaps
Working knowledge of one or more of the following Tax solutions: Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI
Ability to interpret technical requirement documents and system flows to translate into reporting requirements
Track record of leading strategic complex deliverables