Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Business Analyst

Expired Job

Princeton Information Ltd New York City , NY 10004

Posted 3 months ago

Many of the previous candidates are attorneys or have MBAs; they would likely be better suited for a corporate tax role, as this role has more administrative qualities that may not be a fit for a CPA or attorney.

We are looking for closer to 1-3 years of experience

Group Profile

  • Brokerage Tax and Client Reporting Operations (TCRO) is a cross-divisional operational utility that supports Wealth Management as well as Institutional lines of business. Operations Tax Compliance (OTC), a division of TCRO, is responsible for ensuring compliance with IRS & State Regulations related to US tax withholding, reporting, and filing obligations across Brokerage's Retail and Institutional-based clients and legal entities.

  • OTC works closely with senior Business Unit representatives and Financial Advisors, providing an in-depth client service role to ensure that all tax-related inquiries are addressed on a timely basis.

  • OTC is also responsible for managing the firm's global FATCA, Qualified Intermediary (QI) and Qualified Derivatives Dealer (QDD) Compliance Program.

Position

  • OTC is seeking an individual to assist and support the firm's global Legal Entity Management function.

  • Responsibilities include monitoring and maintaining Brokerage legal entity information relevant to the information reporting and withholding regime under IRS chapters 3 (non-resident alien withholding and reporting), 4 (FATCA), and 61(domestic reporting) as well as legal entity management requirements under the Qualified Intermediary (QI) agreement.

  • The successful candidate will have a strong risk, regulatory and compliance mindset as well as experience with legal entity management.

  • The candidate must demonstrate the ability to learn and understand tax regulations and facilitate the necessary operational processes and governance in order to ensure compliance.

  • The successful candidate will have the ability to operate across a number of functional areas at the firm, including operations, technology, risk, and tax.

Primary Responsibilities

" Supports and refines our legal entity tax form distribution and tracking process (Forms W-8, W-9, Self-Certification, etc.)

" Monitors, updates, and enhances the existing legal entity management function to ensure it runs efficiently and in compliance with relevant regulations (existing and new), including the maintenance of desktop procedures

" Identifies gaps and risks with current operating procedures, processes, and controls

" Develops and gathers metrics for senior managers within TCRO

" Organizes periodic internal reviews of compliance with regulatory requirements

" Monitors and maintains Brokerage's legal entity list, including its FFI and QI list

Specific Functions

" MS legal entity tax form creation and dissemination

" Monitor for new MS legal entity creation and changes to existing MS entities

" Perform FATCA FFI review/reconciliation

" Perform MS QI/QDD legal entity review

" Register or deregister MS legal entities in the IRS FATCA/QI portal

" Respond to requests for MS legal entity address/name changes in the IRS FATCA/QI portal

" Perform the triennial MS legal entity renewals for certain MS legal entities in the IRS portal

" Gather MS legal entity information to classify for FATCA purposes

" Reconcile MS legal entities for IGA Reporting

Skills & Experience

" Bachelor's degree

" 1-3 years of experience

" Experience in legal entity management experience in the financial services industry preferred

" Experience with regulatory reporting, registration and monitoring preferred

" Operations/controllers experience preferred

Additional Skillset

" Critical attention to detail and meeting deadlines

" Excellent verbal and written communication skills

" Good analytical and problem solving skills

" Ability to conduct themselves effectively with senior management

" Advanced MS Office skills, including MS PowerPoint

" Tax knowledge a plus (not looking for CPA)

Princeton Information is one of the nation's top five privately-held IT consulting firms, in business since 1985. Princeton Information services a clientele of primarily Fortune 500 companies nationwide. With annual revenues over $120 million, Princeton Information operates across the US from multiple regional offices.

Our Commitment to Our Consultants

As a privately held company, Princeton Information is solely committed to the success of clients and consultants - not to any shareholders. PI's success is grounded in the relationships we build with our consultants. We seek the best people; provide career path counseling; as well as the most challenging opportunities in business and in IT. As part of its culture of loyalty and commitment to its consultants, Princeton Information is committed to doing all we can to ensure our consultants have the best possible search, placement and work experience possible.

Our Services

Working with one Princeton Recruiter will gain you access to over 500 open requirements with the top clients in the US across all industries (finance, insurance, pharmaceutical, commercial, telecom, media, manufacturing) nationwide. Our local recruiters have in-depth knowledge of our clients and opportunities. They will work with you to find you the best possible opportunities for you and your career.

Our Relationships

Our relationships with our clients, as well as our consultants, are critical to our success! We have a robust sales organization that ensures that Princeton has the inside track on what attributes a person needs in order to be successfully placed and engaged at our clients. We know the technical and non-technical skills that our clients are looking for and we ensure that you are educated about the client prior to your interview with them. Princeton is committed to going above and beyond to ensure that each meeting you have with a client is a successful one!

Skills:
Access, Analyst, Analytical, Business Analyst, Consulting, Desktop, IT, Management, Metrics, PowerPoint, Telecom
Contract
CON_IND


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Analyst

Tiyatien

Posted 2 months ago

VIEW JOBS 10/20/2018 12:00:00 AM 2019-01-18T00:00 The Role At Last Mile Health, we dig data. Have you used your storytelling and analytical skills to improve organizations' strategy and impact? If so, you may be Last Mile Health's new Business Analyst. As the Business Analyst reporting to the Chief Operating Officer, you will use a wide range of data and analyses to develop critical organizational and team solutions related to financial and operational performance, cost effectiveness, and impact. Additionally, you will work alongside the Health Investment & Policy team to support high-quality data analysis and contribute to a cost effectiveness study of Liberia's National Community Health Assistant Program. What You'll Do * Use data—especially financial, program quality, and impact data—to test organization-level and ecosystem-level strategic hypotheses to improve and share impact, and otherwise enhance the operations of a rapidly growing social sector organization. * Work alongside the Chief Operating Officer to analyze organizational performance trends and offer recommendations for improvement. * Collect, analyze, and communicate financial and operational data for use in simulation models, integration with survey data, enriching impact analyses, and especially producing quality-informed cost and cost-effectiveness analyses of primary health care programs. * Provide analytical and data visualization support related to team and organizational work streams, e.g. the scoping of new initiatives and geographies for the organization * Conduct rigorous qualitative and quantitative analysis to support the economic evaluation of community health programming What You'll Bring * Minimum of 3 years experience in consulting, health research, or public policy. * Advanced Excel and PowerPoint skills, including financial modeling, statistical analysis, and data visualization. * Experience and knowledge related to the evaluation of technical and design aspects of health financing and governance in community health. * U.S. work authorization You'll Impress Us If * You have done this work alongside government counterparts or other policymakers, donors, and multi-lateral institutions with a focus on or working in resource limited settings * You have coding and analysis experience with Stata, Python, SQL, or R * You have a graduate degree in public or health policy About Last Mile Health Founded by the survivors of Liberia's civil war, Last Mile Health (LMH) saves lives in the world's most remote communities. The organization specializes in the development and management of professionalized Community Health Workers who bridge the gap between the health system and remote communities, bringing critical services to the doorsteps of people living in the last mile. LMH's programs are implemented hand-in-hand with community members, local government officials, national policy makers, and global partners to ensure sustainable impact. Last Mile Health is a registered 501(c)3 non-profit organization with offices in Liberia, Boston and New York. For more information, visit www.lastmilehealth.org. EEO Statement We are an equal opportunity employer and value diversity at LMH. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Tiyatien New York City NY

Business Analyst

Expired Job

Princeton Information Ltd