Tax Staff
Role and Responsibilities
The Tax Associate will work closely with the Tax Team and provide support on various administrative and tax paralegal-related tasks in the financial services industry. The candidate should demonstrate a willingness to learn, a strong sense of ownership and responsibility, excellent organizational skills, and a firm understanding of business administrative concepts. Prior experience in U.S. taxation would be a plus.
Responsibilities will include: - Maintain internal database for all tax filings, state qualifications, tax registrations, control logs, and permanent legal documents
- Monitor tax return and compliance filing deadlines
- Organize and send information requests to third parties on a quarterly and annual basis
- Prepare check requests and invoice allocations for any tax filing/notice payments and service provider invoices
- Prepare and review investor information, various tax forms, and basic supporting workpapers on an as-needed basis
- Correspond with tax authorities occasionally in order to resolve administrative matters
- Work with cross-departmental teams on entity tax ID applications, IRS and state tax registrations, and tax withholding form validation regularly
