Stan Hamlet Associates Inc.

60 E. 42 Street, Suite 4600, New York, NY 10165

Tax Manager

Tax Manager

Salary: $115-$130K+ Bonus

Position Summary:

Job Description and Responsibilities:

  • Ensure compliance with US, state and similar non-US information reporting and withholding tax rules, including year-end IRS Forms 1099 and 1042, Canadian Forms T3, T5, T5008 and RL and Common Reporting Standards;
  • Work closely with programming personnel to ensure accurate reporting;
  • Identify and design improvements to tax withholding and reporting systems;
  • Provide tax support to customers and sales personnel;
  • Ensure compliance with sales tax, VAT and GST filing(s) and collection obligations;
  • Oversee US and Canadian retirement account compliance;
  • Research and provide guidance on new tax legislation and regulations;
  • Develop and provide webinars on current tax topics for customers; and
  • Maintain current and accurate tax content on our website.


  • Three to seven (3-7) years of accounting and tax experience, including at least 3 years in the financial services industry;
  • Bachelor’s or advance degree in accounting required;
  • CPA, J.D. or Master’s degree in Taxation preferred;
  • Strong understanding of tax information reporting requirements applicable to products issued by retail brokerage businesses.

Contact a Stan Hamlet Associate: 212-685-4884. Or Contact Stan Hamlet: 914-953-9028