Tax Analyst - The Ashlar Group
Tampa, FL 33637
About the Job
Client - Major Financial Firm
Duration - 4 + Months (potential for extension)
Location - Tampa, FL 33610
Rate - $30.37/hr on W2 (OT past 40 hours = $45.56/hr)
Job Description:
Act as a tax / information reporting specialist to execute the FATCA advisory/rollout, Systems conversions/rollouts.
– Executes the tax information reporting processes applicable to products issued by Client's businesses
– Migration of work into our centralized hub
– Develop "Go To " processes and implement appropriate procedures/ controls to ensure consistent compliance with Information Reporting & FATCA requirements
– Support FRO's Service Delivery / Engagement model with client constituency and other key stakeholders
– Idenfity and participate in process reengineering and redesign to achieve better controls, compliance and efficiency
– Support audits with IRS and Internal Audit (IA), and any other special audits.
– Participate in self-assessment testing, MCA, SOX controls as well as any audits with IRS or Client's IA.
– Ensure tight controls over owned processes to include key controls and Continuity of Business
– Review, validate and process W-8 and W-9 tax forms and related documentation according to IRS Chapter 3, chapter 61, Section 3406 and FATCA regulations
– Support Technology projects from a technical tax perspective
– Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements, per IRS and Client policy.
– Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Qualifications
1. Basic Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
2. Basic Understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042
3. Excellent communication skills to drive engagement and close interactions with key stakeholders. Advisory services for both internal and external clients
4. Liason with Corporate Tax for complex tax advisory inquiries and policy requirements
5. Ability to examine processes and procedures, experience with Process Re-engineering, Re-design and Process Automation is preferred
6. Ability to act as a change agent for organizational and product tranformational initiatives
7. Project Management experience preferred and strong organizational skills a must
8. Well versed in standard desktop technolgy with advanced Excel skills. Visio and Access experience preferred
9. Ability to interact with all levels of internal customers and senior management.
Duration - 4 + Months (potential for extension)
Location - Tampa, FL 33610
Rate - $30.37/hr on W2 (OT past 40 hours = $45.56/hr)
Job Description:
Act as a tax / information reporting specialist to execute the FATCA advisory/rollout, Systems conversions/rollouts.
– Executes the tax information reporting processes applicable to products issued by Client's businesses
– Migration of work into our centralized hub
– Develop "Go To " processes and implement appropriate procedures/ controls to ensure consistent compliance with Information Reporting & FATCA requirements
– Support FRO's Service Delivery / Engagement model with client constituency and other key stakeholders
– Idenfity and participate in process reengineering and redesign to achieve better controls, compliance and efficiency
– Support audits with IRS and Internal Audit (IA), and any other special audits.
– Participate in self-assessment testing, MCA, SOX controls as well as any audits with IRS or Client's IA.
– Ensure tight controls over owned processes to include key controls and Continuity of Business
– Review, validate and process W-8 and W-9 tax forms and related documentation according to IRS Chapter 3, chapter 61, Section 3406 and FATCA regulations
– Support Technology projects from a technical tax perspective
– Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements, per IRS and Client policy.
– Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Qualifications
1. Basic Understanding of U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons
2. Basic Understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042
3. Excellent communication skills to drive engagement and close interactions with key stakeholders. Advisory services for both internal and external clients
4. Liason with Corporate Tax for complex tax advisory inquiries and policy requirements
5. Ability to examine processes and procedures, experience with Process Re-engineering, Re-design and Process Automation is preferred
6. Ability to act as a change agent for organizational and product tranformational initiatives
7. Project Management experience preferred and strong organizational skills a must
8. Well versed in standard desktop technolgy with advanced Excel skills. Visio and Access experience preferred
9. Ability to interact with all levels of internal customers and senior management.
Source : The Ashlar Group