About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate Range: $20-$23.37/Hr
Department Profile: Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets. Background on the Team: Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. *** has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities. *** US Tax Operations is a cross-divisional operational utility that supports Retail, Institutional, and Corporate business lines. Job Description: Tax Operations is responsible for ensuring compliance with IRS & State Regulations related to US tax withholding, reporting, and filing obligations across ***'s Retail and Institutional based clients and legal entities. Tax Operations works closely with senior Business Unit representatives, Operations colleagues and client representatives, providing an in-depth client service role to insure that all tax related inquiries are addressed on a timely basis. Background on the Position US Tax Operations is seeking an experienced individual to support ***'s Tax Documentation team. This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines and demanding client base. The position requires exceptionally strong organization, process and people management skills. In addition, this role requires excellent trouble shooting, execution and communication (written and verbal) skills. Primary Responsibilities: This individual will be responsible to troubleshoot, research and action all client/stakeholder queries related to documentation, allocation statements, change in circumstance, & US indicia and reporting. - The candidate should have prior tax experience and be familiar with all aspects of tax operations. The candidate will have extensive interactions with internal stakeholders in both the Business Units as well as colleagues outside of Tax Operations (e.g Syndicated Loan Ops, FX Ops, Client - - - Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to troubleshoot with the team(s), propose and ensure implementation of solutions. In addition, this individual will be expected to materially participate in all strategic projects by supporting the documentation of Business Requirements Documents and testing. The candidate is expected to prepare and present findings related to Key Risk and Key process metrics as well as explore solutions to reduce risk, create capacity and improve client service. Skills Required: The successful candidate will operate across all business units and functional areas within the firm and possess the following skills: Ability to multitask and take ownership of complex issues and meet tight deadlines. Ability to quickly identify an issue, coupled with the ability to succinctly articulate and escalate the issue, impact and corrective action to senior management. Ability to identify and set priorities and lead the team accordingly. Ability to operate across all functional areas across Business Unit, Corporate Tax, Technology, Compliance, Audit and Risk. Ability to document process flows, desktop and written supervisory procedures. Highly Organized and Detail Oriented. Ability to manage a dedicated tax documentation team in a complex and dynamic environment. Attention to detail and meeting deadlines. Excellent verbal and written communication skills. Excellent analytical and problem solving skills. Comprehensive understanding of Microsoft Excel. A good understanding of Operations, Technology, & Risk. Advanced MS Office skills, including MS Excel, PowerPoint, Word and MS Project.
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at
About the Company:
ApTask
