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.


Stan Hamlet Associates Inc

(o) 212-685-4884

(c) 914-953-9028