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.

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 a Stan Hamlet Associate: 212-685-4884