Specialist, Tax Reporting & Compliance II

Job Summary

Tax Reporting and Compliance - IC1

Responsibilities

• Assists with performance of calculations for internal and/or external clients and completion of tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations.
• Assists with the implementation of client plans for the tax and/or regulatory cycle and ensures deadlines are met.
• Gathers data and documentation to complete standard filings. Determines liabilities, withholdings, and other calculations for internal or external clients.
• May answer routine questions from clients regarding tax and/or regulatory calculations and reporting.
• Assists clients in addressing tax and regulatory questions posed by their investors.
• No direct reports.
• Contributes to the achievement of team objectives. Supports a selected number of clients.

Requirements

• Bachelors degree in a business discipline or the equivalent combination of education and experience is required.
• 0-3 years of total work experience preferred.
• Tax reporting and analysis experience preferred.

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