Senior Tax Representative

• Support performance of less experienced staff and overall effectiveness of team
• Perform complex tax document research and validation tasks
• Perform second level reviews of validated tax forms
• Analyze and review statements for accuracy
• trace and investigate transactions to resolve questionable data
• Prepare account reconciliation, review taxes, and perform customer account maintenance duties
• Provide subject matter expertise and interpretation of procedures to less experienced staff
• Perform outreach to internal client managers or relationship managers to obtain documentation and validate tax forms
• Escalate any problems resolving exceptions, issues, or delays in a timely manner
• Research and validate tax documents (W-8 and W-9) and keep record

• 4+ years of operations support experience, or equivalent demonstrated through work experience, training, military experience, education
• Bachelor's degree or equivalent certification in Finance and accounting
• Awareness of US tax reporting requirements including W8 & W9 Tax forms
• Basic knowledge of FATCA, CRS and C-Dot guidelines
• Understanding of IRS penalties and regulatory compliance
• Ability to interpret legal documents, withholding statements, Tax forms etc.
• Ability to understand Inter-Governmental agreements and Tax treaty details
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
• Strong time management skills
• Ability to work effectively in a team environment
• Strong clear and concise written and oral communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Strong analytical skills
• Good Math and accounts skills
• Strong knowledge of Word and Excel – Using Pivot table, V lookup, tracing formulas, running macros, If then statements etc.
• Knowledge of Microsoft Access – Knowledge of running queries and pulling data

3-5 years of operations support experience

• Equal opportunity employment
• Disability accommodation available
• Drug free workplace