Tax Manager

Position will be Hybrid or possibly Remote

Salary & Bonus will be commensurate with experience

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.

Qualifications:

• 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:

Stan Hamlet Associates Inc

(o) 212-685-4884

(c) 914-953-9028

sh@stanhamlet.com