Cost Basis & Corporate Actions Tax Specialist

Job Description

Business Overview:

The ITO Tax Operations Group is responsible for establishing operational procedures and controls to comply with IRS regulations regarding US information reporting (i.e. 1099 and 1042S reporting). Tax Operations is responsible for maintaining tax documentation (i.e. W-8’s and W-9’s), withholding and remitting taxes to the IRS, and generating 1099 and 1042s reporting to clients and the IRS. The group collaborates with US Corporate Tax to assess the impact of new tax legislation and requirements, and engages with cross-functional resources to develop plans to respond and/or comply with new regulations. To the extent a new business process is required, Tax Operations develops business requirements and ensures local IT and operational procedures are enhanced to support new regulations. In addition, Tax Operations supports cost basis, transfer reporting and corporate action events by managing client data in the GENEVA portfolio accounting system.

Candidate Success Factors:

Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform:

Results and Impact

Able to influence peers and team.
Demonstrates good judgement when making decisions of high complexity and impact.
Exercise appropriate autonomy in the execution and delivery of work.
Responsible for driving outcomes, which have meaningful effect on team or department.

Leadership and Collaboration:

Creates trust with colleagues.
Acts in leadership capacity for projects, processes, or programs.

Client, Customer and Stakeholder Focus:

Able to build relationships with a mix of colleagues and clients.
Interacts regularly with management and department leaders.
Demonstrates the ability to influence stakeholders at the team level.

Compliance Culture and Conduct:

Takes full responsibility for personal actions and demonstrates courage in faci