Tax Associate

• Perform Tax form validation including W-9/W-8 forms, as well as other supporting documents
• Process W-8IMY Intermediary Allocation, and Withholding Statements
• Conduct Annual W-8 recertification or remediation
• Communicate with account representatives to resolve withholding and/or reporting issues
• Respond to audit requests
• Maintain reporting obligations, quality standards and service level agreements
• Perform surveillance by reviewing exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework
• Receive direction from manager and exercise independent judgment while developing basic knowledge of federal and state tax laws, rulings, regulations and judicial decisions affecting corporations
• Collaborate and consult with peers, managers and stakeholders

6+ months of Corporate Tax or Accounting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations including
• FATCA Chapter 3/4/61, CRS, 871m/305c, and 1099/1042-S reporting
• Strong attention to detail
• Excellent interpersonal and organizational skills
• Microsoft Office
• intermediate to advanced
• Knowledge of Tax software, such as Broadridge, CTI TFV, Onesource,1099PRO, and Sovos, considered a plus
• Experience with Customer Information Reporting - W-9 and W-8 validation concepts, back-up withholding processes and year-end 1099 reporting routines

• Ability to work additional hours as needed
• Ability to provide and work from a home office
• Willingness to work on-site at stated location on the job opening
• Equal opportunity employment
• Medical accommodation during the application or interview process
• Drug-free workplace