Tax Operations Specialist

2 weeks ago

Manila, National Capital Region, Philippines beBeeTaxOperations Full time $95,000 - $105,000
About This Role

This Tax Operations Analyst role is part of our Cost Basis & Tax team, delivering cost-effective brokerage operations, cost basis reporting, and wealth management solutions for clients.

The ideal candidate thrives in a fast-paced environment, works collaboratively across teams, and demonstrates a passion for critical thinking and problem-solving.

Key Responsibilities:
  • Review, analyze, and update cost basis tax lots for changes due to transactional adjustments.
  • Validate tax forms, including W-9/W-8, process supporting documentation, and facilitate annual W-8 recertification or remediation.
  • Analyze and reconcile daily tax withholding activity, ensuring compliance with FATCA, NRA, Backup Withholding, and related IRS requirements.
  • Maintain tax reporting obligations, submission deadlines, legal requirements, and resolve withholding or reporting issues.
  • Manage tax year-end reporting including Forms 1099, 1042-S, and associated filings (returns 945/1042).
  • Process W-8IMY intermediary allocations and withholding statements.
  • Facilitate B/C Notices and coordinate with Tax Advisory to address or abate penalty notices.
Requirements

To succeed in this role, you will need:

  • Bachelor's degree in a related field (or equivalent practical experience) required.
  • 2+ years of relevant work experience (experience with tax and cost basis operations preferred).
  • Strong analytical and problem-solving abilities.
  • Excellent oral and written communication skills.
  • Self-motivated with demonstrated ability to work independently and manage competing priorities.
Benefits

We offer a robust package of employee perks and benefits, including:

  • A market-leading salary with an annual bonus.
  • 20 days of vacation leave plus regular and special non-working holidays.
  • Private health insurance for medical and dental, as well as life insurance.
  • Flexible working hours and a hybrid work schedule that allows for greater flexibility by partially working from home.
  • Ongoing training and development opportunities.

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