Job #: 2615

Title: Tax Associate


  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 8 months ago

    Tax form collections and validations
    1042/1042S reporting experience
    Knowledge of W8 types (BENE, IMY, ECI, EXP)
    Ability to liaise efficiently and diplomatically with many types of counterparties (Clients, Traders, Salespersons, New Accounts, IT, etc.)
    Update source system with data changes
    Assist in historical client data clean-up
    Assist in conversion onto Fenergo for Tax workflow
    Ability to analyze and manipulate large spreadsheets and data sets
    Develop best practice procedure manuals for tax form collection and validation
    Experience training new hires

    Skills and Competencies:
    Proficient in Excel – Vlookups, Formulas
    Pivot Table proficient (nice to have)
    Macro knowledge (nice to have)
    Team Player, hardworking and eager to learn
    Strong attention to detail and analytical skills
    Can-do attitude to resolve the most difficult items
    Good communication skills
    College Degree required
    5+ years experience




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