Tax Associate - Fund Administration (Long Island)

Job Description

The Compliance & Tax Administrator is responsible for controlling the daily, monthly, and quarterly workflow as it pertains to compliance for the firms clients.

Role and Responsibilities

• Prepare and review Subchapter M and Excise tax provision work papers 
• Prepare and review estimated and year end income and capital gain distributions 
• Prepare and review tax compliance including Section 851 and 817(h) testing for Company's and sub-advised clients 
• Monitor the fund's compliance on a daily basis with consideration to the investment restrictions detailed in the Prospectus, Statement of Additional Information and Investment Company Act of 1940 
• Monitor the fund's compliance on a monthly basis with consideration to the requirements of the Internal Revenue Code for qualifications as a regulated Investment Company
• Coordinate efforts with Fund Administration for the development of tax and regulatory compliance for reporting to regulatory agencies, Board of Directors, and Fund Officers
• Act as a liaison between  firm and external audit firms and regulatory agencies

Director of Withholding Tax and Information Reporting - Global Bank

Job Description

This unique opportunity is for an experienced tax professional within the US Tax Advisory and Planning group, the focus of which is on US information reporting and withholding taxes.

Role and Responsibilities

• Expected to work in all phases of projects including analysis, development, documentation and execution. 
• Evaluate, on a global basis, the impact to the bank legislative and regulatory changes with respect to information reporting and withholding taxes.  Communicate conclusions and recommendations to senior management.  
• Evaluating US withholding and information reporting obligations presented by proposed business transactions, presenting concise assessment to business and tax teams.
• Work with the Tax Controversy group on withholding tax audit issues.
• Work as a business partner and interface with members of business units and their financial staff.   
• Represent the bank at industry meetings and before the IRS on select matters.
• Prepare and submit comments to US Treasury and IRS on select matters.
• Work with Operations, technology, and middle office teams in all global regions insuring US withholding and information reporting obligations are clearly understood and properly implemented.
• Analyze the taxation of corporate action events on publicly traded securities.
• Interface and manage external tax resources.

Tax Supervisor

Work on all of the tax issues related to operations.  Analysis includes monitoring and interpreting tax incentive programs and the impact on the corporate operations and reporting.

• Interact and fully support Finance, and certain related Operational groups in a tax related capacity.
• Be familiar with sophisticated corporate tax structures (e.g. consolidated filings, joint ventures, multi-jurisdictional compliance and reporting and related company arms-length business relationships).
• This responsibility and support will include but may not be limited to: International, Federal, State and Local (“SALT”) income tax compliance, related FAS 109 analysis, various state and local business tax returns and other related regulatory compliance
• Reviewing and monitoring all of the related accounting and general ledger reconciliations for these tax filings including tax close reporting documents
• Some practical experience related to domestic employment taxes and international taxation, including exposure to sophisticated issues such as transfer pricing issues and permanent establishment.
• Tax research and strategic tax planning related to structures for both domestic and international jurisdictions.
• Prepare and be responsible for tax memorandums as needed
• Work closely with the Tax Director, and any third-party advisors (public accounting firms) on various tax related issues.

Tax Manager - Media

• Managing all of the tax issues related to business operations, including direct responsibility for all Production entities on a global basis.
• Analysis related to the productions includes monitoring and interpreting tax incentive programs (i.e. production tax credits) available to the company and the impact on the corporate operations and reporting.
• Interact and fully support the Finance department and certain related Operational groups in a tax related capacity.
• Be familiar with sophisticated corporate tax structures (e.g. consolidated filings, joint ventures, multi-jurisdictional compliance and reporting and related company arms-length business relationships).
• This responsibility and support will include but may not be limited to: International, Federal, State and Local (“SALT”) income tax compliance, related FAS 109 analysis, various state and local business tax returns and other related regulatory compliance (e.g. tax incentive programs) (monthly, quarterly or annual basis) related to the productions.
• Reviewing and monitoring all of the related accounting and general ledger reconciliations for these tax filings including tax close reporting documents
• Coordinate any related tax audits with Production Finance.
• Some practical experience related to domestic employment taxes and international taxation, including exposure to sophisticated issues such as transfer pricing issues and permanent establishment.
• Tax research and strategic tax planning related to the production structures for both domestic and international jurisdictions.
• Prepare and be responsible for tax memorandums as needed, included presentation to Finance and Corporate Tax where applicable.
• Work closely with the Tax Director, in addition to Corporate Parent Tax department and any third-party advisors (public accounting firms) on various tax related issues.

Senior Tax Accountant - Transfer Pricing

Position Purpose
• Support transfer pricing bookings and documentation processes in the US.  
• Analyze and improve existing processes to ensure compliance with Firm, and Regulatory and Tax authority requirements.
• Provide US and Home Office Tax financial information in support of tax filings, IRS inquiries, and other information as required.

Responsibilities
• Calculate and communicate monthly transfer pricing journal entries.  Ensure amounts get booked as communicated;
• Participate in Transfer Pricing Project workgroup which is a global effort to re-examine transfer pricing policies and processes and ensure business and product completeness and compliance with Tax and Regulatory requirements.
• Update Transfer Pricing documentation as appropriate ensuring it is up to date and accurate
• Support both the US and Home Office Tax groups on Audit, Foreign Reporting, and other issues
• Assist in preparing related party information required for Financial Statement and Home Office Reporting purposes