Client Tax Reporting Analyst

Tax Reporting Analyst needed for a Global Bank in Nashville.

Your new role

As a Client Tax Reporting Analyst, you will be responsible for:

- Performing quality control testing of IRS Forms 1099, 990-T, 871M Tax Reporting, FATCA Reporting, and 1042-S that are delivered to more than 1 million UBS WMA clients.
- The role will entail diverse functions such as:
- Reconcile investment income and proceeds, that are paid to clients, to the 1099 Forms to ensure accurate reporting.
- Validate client information that appears on forms by checking against the firms source records and statements.
- Support the team in reconciling tax that is withheld from clients and paid to IRS and state taxing authorities.
- Review standard operating procedures; recommend updates as applicable (e.g. based on current file layouts and or updated taxing authority reporting instructions).
- Communicate issues in detail and track them to resolution.
- Develop and maintain tracking spreadsheets
- Maintain and update tax season runbook logs, keep and publish meeting minutes.
- Provide management reporting of metrics, issues, and status.
- Collaborate with internal teams and vendors to ensure timely and accurate reporting.

What you'll need to succeed

- CPA, finance or accounting degree and or:
- 4 years relevant financial services experience (e.g. in client tax reporting, income processing, corporate actions, etc.).
- Candidate must have excellent written and verbal communication skills.
- Intermediate (at minimum) Excel expertise (e.g. demonstrated ability to create formulas and perform V look-ups).

What you'll get in return
You will get the chance to work for a very well respected global brand as well as start a position that may grow into a bigger role in the future.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Accounting And Finance
up to $24.00
Apply Now

Talk to a consultant

Talk to Nicole Rocha, the specialist consultant managing this position, located in Tampa - Head Office

Suite 900, 4300 West Cypress St, Tampa, Florida, FL 33607

Telephone: 9054881476

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