Operations Support
ParallelHR Solutions - South Jordan, UT

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Our partnering client, a global financial services firm and a market leader in securities, asset management and credit services, is looking for an Operations Support Specialist for its Tax Operations Team.

The Tax Operations team is responsible for ensuring that all tax documentation, withholding, and reporting & filing obligations are met for all Investment Banking Customers in the Americas receiving U.S. Sourced Income. Execute business and regulatory compliance responsibilities relating to Tax Operations, which includes the following: Support various Global Business Units through the collection, validation, and re-solicitation of tax documentation where required and work through resolution of tax form issues with the various business units and clients. Assist in remediation efforts to procure tax documentation for accounts that have invalid/missing information. Index and scan all tax documents for main and sub accounts to ensure documentation is retained and stored in a secure manner, and maintained correctly for audit purposes.

Duties may include: Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center; make outbound contact both in writing and verbally with clients concerning paperwork. Requires ability to define and prioritize project activities and follow-up on project progress; strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field. Must be able to learn quickly and to engage in a number of detailed tasks at once. Must have strong flexibility in regard to the duties assigned and problem solving skills, be able to work independently.

Email resumes to Kari.sandoval@parallelhr.com

Applicant Search - 17 months ago - save job - block
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