Client Tax Operations - Securities Services US Tax Withholding Associate
On-site · Newark, Delaware, United States
Newark, Delaware, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
US Tax Withholding Associate responsible for end-to-end withholding and information reporting for US source income within Securities Services; duties include extracting, transforming, and reconciling large data sets, applying Chapter 3 and 4 withholding, preparing Forms 1042-S and 1099, supporting year-end reporting, maintaining audit-ready trails, and collaborating across Tax, Technology, and Client Service to automate data quality and resolve cross-border scenarios.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, Business, Economics, Data/Information Systems, or related field; or equivalent experience
- 2+ years of experience in securities services, custody, fund administration, broker-dealer, or financial operations with a focus on US tax withholding and information reporting in data-heavy environments
- Ability to handle large, multi-source data sets with strong data hygiene
- Experience with data reconciliation techniques; familiarity with SQL or similar tools
- Working knowledge of US withholding tax rules (Chapter 3), FATCA (Chapter 4), treaty benefits, and US forms (W-8 series, W-9), plus information reporting (1042-S, 1099, and 1042 basics)
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