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For your reference, we have included the original job posting below.
Operations Manager - Tax Reporting Services
Job Number:
44161103
Company Name:
Confidential Company
Job Location:
Brentwood, NY Us
Job Category:
Accounting & Finance
Salary:
$100K+
Operations Manager - Tax Reporting Services
Broadridge's tax information reporting services is the comprehensive solution that manages all of our bank or broker clients' year-end tax information reporting obligations through one integrated system. It includes:
Income Reclassification for Regulated Investment Companies (RICs or Mutual Funds), Real Estate Investment Trusts (REITs) and other entities that reallocate payments
Calculation of the Original Issue Discount (OID) amounts of long term debt instruments
OID and stated interest for Real Estate Mortgage Investment Conduits (REMICs) and Collateralized Debt Obligations (CDOs)
Unit Investment Trust Processing (UITs)
Master Limited Partnership (MLP) reporting
The role of Tax Managed Services (TMS) Operations Manager is an essential one in forming and implementing the Daily Operations Workflows to support the Tax Outsourcing business. This position will be instrumental in the success of reaching critical mass for the current offering and exploring process/technology efficiencies to support tax outsource services. Goals: Success will be measured by the ability to develop tight operations procedures that contribute to the daily processing of our Tax Managed Services product. Interactions: This position communicates with senior executives at client firms, market participants, internal sales, finance, technology, senior executives, and support staff in order to gather information necessary to manage the business.
Requirements:
College Graduate or or equivalent experience. 7-10+ years experience specializing in tax information reporting and withholding in the Financial Services Industry. Knowledge of tax information processing for Fixed Income Securities, specifically OIDs and REMICs, as well as REITs, RICs, UITs and MLPs. Detailed knowledge of brokerage/securities industry required. Detailed knowledge of brokerage back-office processing and/or tax processing for original issue discount securities, regulated investment company and real estate investment trust payment reallocations and real estate mortgage investment conduits is required. Candidate should possess knowledge and experience in product management and/or sales presentations and RFP processing. Excellent leadership skills. Ability to lead in a matrix environment. Strong writing skills are essential. Ability to manage multiple priorities given tight deadlines. Quantitative and qualitative analysis skills. Comfortable working in a cross-functional environment while relying on output from others. Strong business acumen, particularly concerning financial institution operations. Applicant must be fluent in English with strong verbal communication skills.
