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Head of Tax Information Reporting & Withholding - NJ - The Head of the Tax Information Reporting and Withholding Group must have a strong financial services background and significant experience in tax research, planning and compliance for domestic and international taxes, with concentration in the area of US Tax Information Reporting and Withholding. Additionally, must be effective in facilitating clear channels of communication across business and departmental lines to ensure full compliance in connection with the group’s tax compliance and reporting obligations applicable to payments to non-resident and U.S. resident persons arising from both within and outside the United States.
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Vice President, Tax Front Office Support - NJ -
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Tax Manager - NY -
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Senior Tax Controller - CT - Our client is seeking a Senior Tax Controller to lead its investment management tax compliance function. Ideal financial services professional will have significant mutual fund compliance and reporting experience, along with knowledge of real estate, partnership and private equity investments by exempt investors. This position will report directly to the Tax Director and manage an internal staff and relationships with third-party service providers. A successful candidate will have a strong US technical tax background, project management skills, the vision to leverage technology and resources, and the ability to build a team across functions. This position provides the opportunity for growth within a world class tax organization.
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Tax Analyst - NY - Review tax records relating to a specific group of mutual fund, commingled trust and/or limited partnership entities in accordance with department policies and procedures and the applicable IRS regulations. Review any daily, monthly, quarterly, semi-annual or annual deliverables and ad-hoc requests prepared by staff. Identify and communicate any issues that affect the accuracy of the tax records.
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