About the company
The world's leading social investment network.
Job Summary
What will you be doing?
šResponsible for executing the annual reporting including data gathering, validation checks, file preparations and uploads, timely distribution of forms, including but not limited to Forms 1099, 1042-S, Tax returns 1042, 945 and 1120-F, 8966 (FATCA) and CRS reporting šOwn the customer Tax Report queue including escalations to vendors and to internal technical support as per the designated processes. šTax withholding procedures - daily, weekly, monthly and yearly procedures, including tax payment calculations, reconciliations, adjustments and corrections. šAddress the escalations of customer related tax inquiries and serve as a member of the subject matter expert team associated with FATCA, CRS and QI reporting šAssist in determining the tax implications for our crypto products, such as forks, staking, transfers, and sales and initiate and support process enhancements collaborating with customer-facing teams, product, and dev ops as related to crypto tax reporting šAssist with liaising with customer facing regional managers and potential local tax partners for the eToro tax partner program and maintaining relationships with partners ā including monthly calls and webinars šCoordinate communications with other internal departments as per the designated processes. šMaintain standard operating procedures šReport and work closely to the Tax Operations Manager & assist with the overall conduct of the Group Tax Compliance Program
REQUIREMENTS
š 3+ years ā Working in the financial services industry or accounting / audit firm. Preferably in a broker dealer, crypto or payments environment, with an emphasis on retail tax reporting. Big 4 public accounting firms experience a plus šBachelorās degree or equivalent experience in Accounting, Finance, or Economics šDirect working experience in informational tax reporting ā in financial services (bank, brokerage, payment processing) preferred Possess knowledge of the CRS, FATCA and QI compliance framework as well as IRS and other tax authorities regulations that govern cost basis, tax documentation, withholding and information reporting regulations (i.e. 1099 reporting, Forms W9 and W8 series, backup withholding and NRA) šGeneral understanding of the FinTec industry, broker dealer, and crypto businesses šStrong self-starter with ability to work independently šSolid communication and analytical skills with the ability to develop effective relationships with external and internal partners šAbility to effectively manage several priorities and adapt to a fast changing environment šKnowledge of international tax laws and regulations šAdvanced knowledge of Excel and other Microsoft Office and Google workspace tools šData analysis skills, including the use of vlookup formulas and PIVOT tables šTeam player, open minded and willingness to learn and take initiative and ownership šStrong sense of professionalism, organizational and analytical skills