Job Description

Duration: 12 + Months contract

Job Description:

Role is Hybrid and will require in office attendance 3 days/week.

Top Skills

• BACHELOR'S REQUIRED
• Excel proficiency
• Previous financial services experience a plus
• VBA, Alteryx and PowerBI a plus
• Motivated candidates

Job Description:

• Capital Markets, Core Processing and Risk provide Operational support to the Capital Markets business within Wealth Management. As part of their support model, CMCPR has an embedded Change Control team within each silo that is responsible for the management of both Change the Bank and Run the Bank change programs. The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver the Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as to take personal accountability for delivering first class solutions and products.
• The Clearing & Settlement team for CMCPR team have a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team is also the liaison between the field and the businesses unit / trading desk. On a day-to-day basis, the team member manages conflicting events that occurs throughout the day.
• The Clearing & Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. The candidate would also be performing suspense account reconciliation and balancing. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties.

Responsibilities:

• Review and ensure 1099/1042-S Reporting is accurate
• Updates excel files for accurate reporting values
• Ensure participant data is accurate
• Attain appropriate approvals, document and confirm successful submissions per jurisdiction
• Ensure that all tax filings and reporting for Corporate Clients and Shareworks, are issued accurately and timely
• Review IRS filings and State filings are accurate
• 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 reviews
• Manage any special handling requirements for clients inclusive of tax form amendments for clients
• Audit tax form generation to ensure all forms for all clients have been completed
• Proactively provide project updates to Tax Manager as required to ensure the success of tax activities
• Update processes and procedures policy portal as required

Experience:

• Bachelor's Degree
• A minimum of 2 years of financial services industry experience

Skills:

• General knowledge of financial markets and investment products, specifically Trade Clearance and Settlements. (DTCC, Fed, Government, Muni).
• Great written and verbal communication skills
• Self-motivated with a high degree of attention to detail
• Ability to adapt in fast paced environment with focus on innovation and flexibility
• Efficient time management skills and ability to prioritize competing urgent tasks
• Team player with the ability to work effectively in a team or independently
• Ability to quickly learn and apply knowledge
• Strong reasoning and problem-solving skills
• Ability to think and act like an owner
• Proficiency in Microsoft Excel, VBA a plus

Education:

• Bachelor's degree Required

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Recruiter Details:

Name: Venkatesh

Email: [email protected]

Internal Id: 25-31869

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