United States of America
Job Posting End Date:
Support the Finance workstream by providing baseline support to ensure compliance on equity transactions as well as provide support for any inquiries that relate to tax reporting, tax remittance, payroll reporting, Merrill Lynch systems, etc. This includes (but not limited to): analysis of financial data by applying knowledge of Company Tax Policies and Equity Plan rules to ensure adherence to global tax and reporting standards, recalculating income reportable and tax liability, review & reconciliation of international wage statements, review of Merrill Lynch account activity, analysis of data issues in different systems, perform audits of system data, etc. Work experience in Accounting or Taxation required. Must be detail oriented and have good communication skills as there is potential to impact compensation for participants.
Function Specific Activities:
Perform post settlement corrections for equity transactions that have settled incorrectly. Perform reconciliation between reportable and tax withholding amounts and work with Corporate Accounting to ensure process is completed accurately. Update payroll reporting, and refund or collect taxes from impacted equity participants.
Support all inquiries via Salesforce queue and ensure timely resolution within the designated SLA. The types of inquires include: ensure adherence to global tax and reporting standards, explanation of tax policy to equity participants, recalculate tax withholding and reporting for global jurisdictions, review & reconciliation of international wage statements, review of Merrill Lynch account activity, analysis of data issues in different systems, perform audits of system data, etc.
Manage process for local equity refunds that get sent to Corporate from global payroll locations. Responsible for working with global payrolls and reconciling equity financial data to ensure timely and accurate refund to the impacted participant.
Work with cross-functional teams (Corporate Accounting, US and Global Payrolls, Corporate Tax, Treasury) for post settlement corrections as well as other cases assigned and provide ad-hoc reporting support when needed by stakeholders.
Provide support to the Finance Lead in relation to the equity grant process (creating/auditing grant files, providing reports to stakeholders, tracking grant acceptance, drafting communication, etc).
Perform daily audits of the access holders in the ML I Report tool and resolve issues as necessary and train as a back up for quarterly access audits of all systems owned/managed by Global Equity.
3+ years related work experience in Accounting Corporate environment
Experience in Accounts Reconciliations
Experience in Tax
Equity knowledge will be a plus
Customer Service Skills
Years of Experience:
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.