Job Description
Responsibilities :
- Provide operations support for the production of all 1042-S and 1099 U.S. regulatory tax filings.
- Deliver client reporting for pending payments and allocation of tax treaty rates to be applied
- Process EDS elections at US Depository for relief at source opportunities
- Work closely with the income and corporate actions department for the proper tax treatment of events
- Review events for the proper tax treatment under Section 302/304 of the IRC
- Respond to client inquiries with detailed responses in a timely manner
- Ensure client accounts are properly documented and documents provided are complete and accurate
- Deliver high quality of service to ever more demanding clients
- Complete projects and initiatives as assigned.
- Ensure responsibilities are performed within appropriate client service level agreement (SLA)
- Follow the main principles of Banking Operations, especially through the segregation of tasks
- Ensure operational procedures are clearly defined, updated and followed
- Participate in the design and the implementation of IT solutions necessary for the completion and the development of the CCS activity in line with BPSS standards and objectives and in line with client activities
- Initiate and drive initiatives/system updates to improve tax processing capability
- Facilitate communication between US and Lisbon operational teams
- BA required, advanced degree considered a plus
- 1-3 years financial industry experience with a preferred emphasis on tax reporting in the U.S.
- Strong familiarity with all US security products and taxation
- Experience with taxation rules in global markets is considered a plus
- Proactive, self-motivated, and demonstrates initiative
- Extremely detailed orientated
- Ability to develop and document processes and procedures
- Ability to juggle multiple priorities while respecting tight deadlines
- Displays a keen sense of ownership, responsibility and accountability
- Strong involvement and good communication skills with client focus
- Excellent analytical skills and problem solving skills
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.