Analyst, Tax Operations (Jersey City, NJ, US, 07310)

HSBC
Jersey
Full timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Detail-oriented","Problem-solving","Communication","Risk awareness","Compliance-focused","Quality-focused"]

Oversee daily US tax operations covering NRA withholding and remittance, including 1099 and 1042 tax reporting, reconciliation, and client processing. Support elective dividends and foreign withholding through depository workflows, validate foreign positions via platforms like Acupay, and maintain systems tax rules, withholding rate allocations, and written procedures. Collaborate with internal tax teams to deliver compliant service, manage operational risk and internal controls, and respond to complex client tax queries.

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FursaFursa
HSBC
HSBC
2 days ago

Analyst, Tax Operations (Jersey City, NJ, US, 07310)

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Job Summary

Oversee daily US tax operations covering NRA withholding and remittance, including 1099 and 1042 tax reporting, reconciliation, and client processing. Support elective dividends and foreign withholding through depository workflows, validate foreign positions via platforms like Acupay, and maintain systems tax rules, withholding rate allocations, and written procedures. Collaborate with internal tax teams to deliver compliant service, manage operational risk and internal controls, and respond to complex client tax queries.
Location: Jersey
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Perform daily analysis and processing of Chapter 3, Chapter 4, and Chapter 62 withholding on CA/Income events.
  • •Reconcile withholding tax and income/exemptions codes reported to clients, and reconcile/prepare client 1099 and 1042 forms.
  • •Communicate and process elective dividends through the depository for foreign withholding rates, including client certification of foreign positions using external platforms like Acupay.
  • •Develop, maintain, and update system tax rules and written procedures, ensuring adherence to US regulations and internal policies.
  • •Manage operational risk and maintain internal control standards, including audit point implementation and responding to complex client tax queries within agreed timelines.

Key Requirements

  • •Minimum BA/BS degree (or equivalent industry experience).
  • •Computer literacy with knowledge of Excel and Word.
  • •Strong knowledge of domestic markets, emphasizing equity and fixed income products.
  • •Detail-oriented and strong problem-solving skills with good communication.
  • •Ongoing development and adherence to written procedures and applicable US regulations for the services provided.
Education:Bachelor's
Skills:Detail-orientedProblem-solvingCommunicationRisk awarenessCompliance-focusedQuality-focused
Tech Stack:ExcelWordAcupay

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn