Operations Specialist - US Tax Reconciliation

What is the opportunity?

You will join a team responsible for ensuring compliance with the tax reporting requirements of the IRS QI Agreement. Team responsibilities include tax withholding and remittances, information reporting to account holders and the IRS, and income and tax reconciliation. Reporting to the Manager, US Tax Reconciliation, you will perform reconciliation activities to confirm that tax withholding and reporting are accurate and fully compliant with US Tax Regulations.

What will you do?

• Perform income and tax reconciliation tasks across daily, weekly, monthly, quarterly, and annual cycles
• Research tax reporting and withholding requirements from security issuer websites, including obtaining Qualified Notices and income reallocation data
• Proactively identify, track and escape data anomalies across reconciliation cycles
• Investigate breaks, identify root causes and follow up as required to prevent repetition