Junior Tax Operations Analyst

Lenmar is seeking a junior Tax Operations Analyst to help us support our global financial services client our Jersey City, NJ location

Client Tax Associate - (ESOP/Employee Share Plan

)Location: Jersey City, N

JDuration – 12 months

Max Pay Rate: $26.67/hr W2 (No Benefits

)
The Client Tax Operations Department is responsible for ensuring that all withholding and reporting obligations of the Firm are met. The Client Tax Associate position is required to perform numerous data reviews, tax forms, interacting with internal and external clients and vendor

s.
Job Purpo

se:The principal accountability of this position is to support all aspects of tax filings in our global markets for our Stock Plan/Retirements business under Shareworks by Brokerage concentrating on the US markets initially. Currently our global markets include Canada, United States, Australia, United Kingdom, and New Zealand. The incumbent has the necessary skills to complete tasks on our proprietary software, Shareworks, excel and third party tax programs, and has the necessary knowledge to conduct research for the different jurisdictions and any new countries that Shareworks moves in

to.
Primary Responsibilities for the r

ole:-Review and ensure 1099/1042-S Reporting is accu

rate-Update excel files for accurate reporting va

lues-Ensure participant data is accu

rate-Attain appropriate approvals, document and confirm successful submissions per jurisdic

tion-Ensure that all tax filings and reporting for Corporate Clients and Shareworks by Brokerage, are issued accurately and ti

mely-Review IRS filings and State filings are accu

rate-Contribute to the annual tax production project plan to ensure that all relevant tasks are captured throughout the

year-Perform all required testing on tax forms that are issued from Shareworks to ensure accuracy through preliminary rev

iews-Manage any special handling requirements for clients inclusive of tax form amendments for cli

ents-Audit tax form generation to ensure all forms for all clients have been compl

eted-Proactively provide project updates to Tax Manager as required to ensure the success of tax activi

ties-Update processes and procedures policy portal as requ

ired
Key Skills/Qualificat

ions:-Familiarity US withholding and reporting for global employee share plan require

ments-Broker dealer experience or background preferred; preferably with 2-5 years' exper

ience-Strong Microsoft Office skills, emphasis in Excel, medium to advanced skill

level-Self-motivated and eager to

learn-Excellent time management skills during tight dead

lines-Proactively engage and collaborate with all co-workers globally to build positive rapport to contributes an effective team member as measured by their fee

dback-Analytical, accurate, and strong problem solving skills esse

ntial-Vocal ability to challenge business deficiencies identified through the tax production pr

ocess-An ability to articulate issues both in verbal and written form to help aid swift resol

ution-Previous employee share plan and tax production background would be advanta

geous-Comfortable with technology and technical concepts in a fast paced changing enviro

nment-An aptitude for learning quickly with a solid understanding of the Internet, e-commerce and equ

ities-A deep belief in team success, collaboration and a willingness to adapt to continuous c

hange-An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional