Senior Tax Analyst

• Perform tax documentation process which drives withholding and reporting
• Review various Tax documents for both the US and CAD market for accuracy
• Assign withholding rates to client's account based upon account structure and treaty eligibility
• Assist with Canada Tax reporting to Canada Revenue Authority
• Upload tax documents to Taxminder system
• Enrich Client's tax data in Taxminder system
• Respond to client's tax documentation inquiries
• Assist with Tax Documentation issues
• checker review and validation of documentation
• Scan and save documentation
• Identify and implement process improvements
• Draft processing procedures
• 2+ years of business; 1+ year of finance and/or related experience
• Strong knowledge of Custody business and awareness of income processing
• Knowledge of US and Canada tax documents preferred
• Excellent analytical skills
• Superior written and verbal communication skills
• Ability to satisfy deadlines, resolves problems, and manages shifting priorities
• Strong PC skills, specifically Microsoft Excel and Word
• Strong leader and driver for results
• Ability to implement process improvement strategies
• Multi-tasking and assertive with hi-energy
• Self-starter with high energy, initiative and self-motivated

Thanks & Regards

Praveen K Paila

470-202-1117