Tax Operations Analyst - Jacksonville, FL

Canon Recruiting Group•Jacksonville, FL

11d•Hybrid

About The Position

This role involves performing U.S. Information Reporting and Withholding (IRW) tax functions, researching and resolving tax operations issues and discrepancies, and responding to tax-related client inquiries and escalations, particularly within Prime Brokerage. The analyst will partner with internal teams and stakeholders globally to resolve complex issues, support new processes, regulatory changes, and industry initiatives, and participate in ad hoc projects related to tax operations and process improvements. The position also requires compiling and reviewing operational metrics and Quality Assurance (QA) results, maintaining a strong focus on regulatory controls, accuracy, and risk mitigation, and following established procedures and applicable regulatory requirements.

Requirements

Bachelor's degree or equivalent relevant professional experience.
Strong analytical, research, and problem-solving skills.
Strong attention to detail and ability to work within a regulated environment.
Ability to communicate and collaborate with multiple stakeholders.
Comfortable managing inquiries, escalations, and multiple priorities.

Nice To Haves

Experience in tax operations, financial services, brokerage operations, tax reporting, or tax withholding preferred.
Experience with U.S. tax withholding and reporting.
Experience with Information Reporting & Withholding (IRW).
Experience with Prime Brokerage or brokerage operations.
Experience with IRS reporting Forms 1099, W-8, or W-9.
Experience with FATCA.
Experience with Tax reconciliation.
Experience with Regulatory compliance.
Experience with Quality assurance and operational controls.

Responsibilities

Perform U.S. Information Reporting and Withholding (IRW) tax functions.
Research and resolve tax operations issues and discrepancies.
Respond to tax-related client inquiries and escalations, particularly within Prime Brokerage.
Partner with internal teams and stakeholders across global locations to resolve complex issues.
Support new processes, regulatory changes, and industry initiatives.
Participate in ad hoc projects related to tax operations and process improvements.
Compile and review operational metrics and Quality Assurance (QA) results.
Maintain a strong focus on regulatory controls, accuracy, and risk mitigation.
Follow established procedures and applicable regulatory requirements.