Tax Specialist - Legal / Tax / Insurance - New York, New York, United States

Societe Generale

$80K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of U.S. tax experience in compliance and documentation review
  • Experience with international tax and information reporting
  • Strong technical skills with data management and tax compliance tools
  • B.A. or B.S. required; preferably in Accounting or a related field
  • Preferred Master's degree in Tax Accounting

Responsibilities

  • Support tax information reporting and withholding processes
  • Review and validate treaty representations in tax forms
  • Prepare and review federal, state, and local tax filings
  • Anticipate audit issues and provide solutions as needed
  • Enhance tax data workflows and controls using technology
  • Leverage tools for improved efficiency and transparency in reporting

Benefits

  • Annual discretionary bonus available
  • 401(k) plan with company match
  • Comprehensive medical, dental, and vision coverage
  • Additional benefits including wellness programs and fertility assistance
  • Support for student loan repayment and commuter expenses
Full Job Description
ResponsibilitiesOVERVIEWSEGL/FIS/AME requests a V.P. level head count with experience in U.S. information reporting and withholding preferred and U.S. tax compliance, tax provision and tax return preparation experience. This role combines U.S. tax documentation and information reporting responsibilities with core tax compliance duties. Strong technology and data skills, supporting accurate reporting, process automation, and modernization of the tax function are crucial. The position works closely with finance, technology, and external advisors in a fast-paced, highly regulated environment.MAIN ACCOUNTABILITIESInformation Reporting/Withholding Support (IRW) - Provide support to Tax Department IRW headcount to ensure adequate coverage with respect to general U.S. tax form, treaty rate, and information reporting questions. Review treaty representations in U.S. tax forms to ensure validity. Communicate with stakeholders on SG's IRS withholding tax accounts. Coordinate information for annual 1042 and 1042-S reporting.Compliance - Prepare and review federal, state, and local tax filings applicable to banking and financial services entities. Assist in coordinating the review of these returns. Anticipate audit issues and escalate issues as appropriate.Tax Accounting - Preparation/review of quarterly tax provisions prepared under IAS. Assist in coordinating the review by SG's external auditors. Answer any queries from the external auditor related to the provision. Assist in the preparation and review of quarterly business plan projections to support the financial statement benefits of deferred tax assets.Technology - Maintain and enhance tax data workflows, reconciliations, and controls. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting. Document workflows, controls, and technical processes. Identify opportunities for process automation, standardization, and risk reduction. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting.Profile requiredCOMPETENCIESPreferred:Experience in U.S. tax documentation review, withholding and information reporting.Experience in U.S. tax compliance and IAS tax accounting.TECHNICAL SKILLSRequired:Strong technology skills and experience with data tools to manage compliance and reporting.Ability to participate in tax technology initiatives, including automation, reporting tools and system enhancements.PRIOR WORK EXPERIENCERequired:3-5 years tax experience preferably with some experience working in an accounting firm, or financial services company.EDUCATIONRequired: B.A. or B.S.Desired: B.S. in Accounting or Masters in TaxLANGUAGERequired: EnglishDesired:COMPENSATION:Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.

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