Tax Manager (Financial services industry)

Metabyte   •  

Greenwich, CT

Industry: Technology


Less than 5 years

Posted 36 days ago

  by    Manish Kumar

Title: Tax Manager

Location: Greenwich, CT 06830

Duration: Full-time / Permanent Position

Relocation Assistance: Yes

Job Description:

Seeking an experienced tax professional with a background in information reporting and tax withholding requirements to support its expanding global brokerage business. This position will report to the Tax Director and is based in Greenwich, Connecticut.

Ensure compliance with US, state and similar non-US information reporting and withholding tax rules, including year-end IRS Forms 1099 and 1042, Canadian Forms T3, T5, T5008 and RL and Common Reporting Standards;

Work closely with programming personnel to ensure accurate reporting;

Identify and design improvements to tax withholding and reporting systems;

Provide taxsupport to customers and sales personnel;

Ensure compliance with sales tax, VAT and GST filing(s) and collection obligations;

Oversee US and Canadian retirement account compliance;

Research and provide guidance on new tax legislation and regulations;

Develop and provide webinars on current tax topics for customers; and

Maintain current and accurate tax content on our website.


Three to seven (3-7) years of accounting and taxexperience, including at least 3 years in the financial services industry;

Bachelor's or advance degree in accounting required;

CPA or Master's degree in Taxation preferred; and

Strong understanding of tax information reporting requirements applicable to products issued by retail brokerage businesses.


$80K - $150K