Tax Specialist

Job Description

Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0%Are you curious, motivated, and forward-thinking At FIS youll have the opportunity to work onsome of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.About us:Platform Securitiesare market leaders in the back-office outsourcing services to stockbrokers and wealth managers in UK and Europe.Platform Securities have been servicing the financial services industry for over 15 years. They are highly regulated and have one of the highestlevels of authorisation from the UK Financial Conduct Authority.The team:The Tax team are responsible for US and UK operational tax reporting such as US 1042 and 1042-s return, ISA Annual Return (ISAComm100), ISA 14 Annual Statistical Return, Lifetime ISAAnnual Return, Other Interest (Section 18), ISA 14 Return & Claim, ISA 10 Monthly claims, and FATCA & CRS reporting. An awareness of other corporation tax obligations including VAT would also be advantageous. A good understanding of a platform business withinthe financial services sector in the context of tax reporting obligations. Ability to work effectively across many different teams, helping to work together to achieve desired outcomes.What you will be doing:Prepares, reviews and files various reports forfederal, state and local reporting as well as other areas of tax compliance (monthly, quarterly, annually).Tax form validation.Perform surveillance by reviewing exception reports and perform periodic reasonableness checks of W-8 formsReview tax forms expiration;coordinate with internal counterparts to obtain updated formsIdentify situations that could arise which indicate inconsistencies between the KYC documents received and the W-8 form and Escalate when requiredMaintains current knowledge of tax laws, updatesand revisions and informs management of issues affecting FIS.Investigates and reconciles discrepancies.Reconciles any year-end balances and recover any tax overpayments.Requests refunds for dual taxation, incorrect assessment and exempt property.Assists withtax audits & year end statutory accounts (tax perspective).Monitors internal reporting software database for integrity and maintenance.Other related duties assigned as neededWhat you bring:Ideal candidate will have previously worked for one of the largeraccounting / professional firms in an advisory / audit capacity.Bachelors degree in preferably in Tax, accounting or finance or the equivalent combination of education, training, or tax related work experience. Remain knowledgeable on current tax regulations.Goodunderstanding of generally accepted accounting principles as well as company accounting policies, procedures and standardsUnderstanding of U.S. tax information withholding & reporting requirementsUnderstanding and working knowledge of IRS Forms W-9 and W-8and their associated requirements; Forms 1042-S; and 1042Understanding of FATCA/CRS/AEI reporting requirementsUp to date and demonstrable knowledge of ISA guidelines and HMRC tax reporting including Additional Permitted Subscriptions, Flexible ISA, ContinuousISA Subscriptions, JISA and LISA.Communicates ideas both verbally and in written form in a clear, concise and professional mannerAbility to analyse and solve problems using learned techniques and toolsAnalytical and statistical examination skillsAbility tounderstand and apply learned conceptsAttention to detail, accuracy and confidentialityDemonstrated ability to plan and accomplish work to ensure critical deadlines are metAbility to create spreadsheets and demonstrated proficiency in the use of Microsoft Officeand accounting softwareAbility to establish and maintain effective working relationships with employees, clients and publicAbility to manage people / projects etc where required.What we offer you:A multifaceted job with a high degree of responsibility anda broad spectrum of opportunitiesA broad range of professional education and personal development possibilitiesFIS is your final career step!A competitive salary and benefitsThe chance to work on some of the most challenging, relevant issues in financialservices & technologyA work environment built on collaboration, flexibility and respectPrivacy StatementFIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specificinformation on how FIS protects personal information online, please see the Online Privacy Notice.Sourcing ModelRecruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS doesnot accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.#pridepass