Financial Risk Manager – Cost Basis

2 weeks ago

Manila, National Capital Region, Philippines beBeeCostBasisTaxAnalyst Full time $100,000 - $120,000
Cost Basis Tax Analyst

This role involves elements of financial analysis, regulatory compliance, and risk management.

Key Responsibilities:
  • Review, analyze, and update tax lots for changes due to transactional adjustments.
  • Validate tax forms, process supporting documentation, and facilitate annual 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, and resolve withholding or reporting issues.
  • Manage year-end reporting including Forms 1099, 1042-S, and associated filings.
  • Process intermediary allocations and withholding statements.
  • Facilitate Notice issuance and coordinate with the Tax Advisory team to address penalty notices.
  • Perform regular account reviews and reconciliations to ensure compliance with internal policies and regulatory requirements.
  • Conduct audit reviews and perform periodic compliance checks of exception reports.
  • Identify and implement process improvements to mitigate risk, increase operational efficiency, and enhance consistency across the team.
  • Support testing and implementation of new system enhancements and product functionality.
  • Assist with resolution of escalated and complex issues impacting clients.
  • Monitor service level agreements (SLAs) to maintain performance standards.
  • Analyze large datasets and generate actionable business intelligence using SQL and/or advanced Excel.

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