Tax Doc Specialist I
Core
Collect, validate, track, and archive tax documentation for custody clients to ensure proper setup and maintenance of tax withholding.
Role type
Junior Tax Documentation Specialist
Builds
Tax documentation and compliance records for custody clients
Domain
Financial services / Tax compliance
Required skills
Tax knowledge, account and market reconciliations, regulatory environment understanding, client inquiry resolution, procedural improvement
Preferred skills
Tax experience, system change testing assistance
Responsibilities
Perform administrative matters regarding client tax documentation, develop understanding of market regulatory environment and tax requirements, perform account and market reconciliations, review changes in account information, participate in solicitation for new documentation, review and respond to internal client inquiries, escalate compliance issues, establish/improve tax compliance procedures, assist with business requirements and system testing
Seniority
Junior, hands-on IC