Job Description

Job Summary:

The Junior Financial Analyst will support tax filings for global markets within the Stock Plan and Retirements business, with a primary focus on U.S. operations.


The role involves working with Client, Excel, and third-party tax programs to ensure accurate tax form generation and compliance with tax regulations.


The ideal candidate will possess strong Excel skills, tax/operations experience, and attention to detail, with a willingness to learn and collaborate effectively within a global team.

Key Responsibilities:

• Review and ensure the accuracy of 1099/1042-S reporting.
• Perform IRS and State withholding reconciliation tasks.
• Update Excel files to reflect accurate reporting values.
• Ensure participant data accuracy and secure necessary approvals for tax filings.
• Ensure all tax filings and reports for corporate clients and Client are issued accurately and on time.
• Conduct reviews to confirm the accuracy of IRS and State filings.
• Contribute to the annual tax production project plan to capture relevant tasks throughout the year.
• Perform testing on tax forms issued by Client to ensure accuracy through preliminary reviews.
• Manage special handling requirements for clients, including tax form amendments.
• Audit tax form generation to ensure all forms are completed for all clients.
• Provide project updates to the Tax Manager to ensure the success of tax activities.
• Update processes and procedures as required in the policy portal.

Required Qualifications:

• Strong Excel skills.
• At least 1 year of tax/operations experience.
• Detail-oriented, with excellent organizational skills and a proactive attitude.
• Familiarity with U.S. reporting requirements for global employee share plans.
• Strong analytical and problem-solving skills.
• Ability to work under tight deadlines and manage time effectively.
• Ability to articulate issues clearly, both verbally and in writing, to aid swift resolution.

Preferred Qualifications:

• Previous experience with employee share plans and tax production is advantageous.
• Comfortable with technology and technical concepts in a fast-paced, dynamic environment.
• Knowledge of global markets (Canada, U.S., Australia, U.K., New Zealand) and their respective tax regulations is a plus.
• A deep belief in team collaboration and adaptability to continuous change.

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