Tax Operations Specialist (Investment Banking)

The role is responsible for supporting U.S and Canada withholding tax compliance, IRS/CRA reporting, and client tax documentation processes across Chapters 3, 4 (FATCA) and 61. This role ensures accurate tax form validation, withholding calculations, deposit compliance and regulatory reporting in according with IRS requirements. Primary ResponsibilitiesReview and validate IRS W-9/W-8 series tax formsClient/counterparty /vendor account tax setupDetermine, calculate, apply withholding under IRS Chapter, 3, 4, and 61 based on tax forms and allocation statements and CRA Reg 105Reconcile daily/periodic withholding balances to general ledger and sub-ledger systemsSupporting 1099/1042-S form amendment and reissuance processesQualificationsMinimum 2 years of Information Reporting & Withholding experienceExperience with IRS rules, regulations and guidance relating to all types of US information reportingUnderstanding of IRS Forms W-9 and W-8 and their associated requirementsStrong analytical skills and attention to detail when working with high volumes of dataExperience with Broadridge systems (BPS, TMS, TDS) a plus