Investment Bank Tax Operations Consultant

Investment Bank Tax Operations Consultant

03 Nov 2023
North Carolina, Charlotte, 28201 Charlotte USA

Investment Bank Tax Operations Consultant

Vacancy expired!

Job#: 1303593

Job Description:

Apex Systems is looking to hire an Investment Bank Tax Operations Consultant for one of their reputable clients they support out of the Charlotte, NC area.

This is hybrid onsite/remote role and has the potential to convert to full time.

We cannot work corp to corp - we cannot provide sponsorship

Required Qualifications, US:
  • 7+ years of specific Institutional Tax Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:
  • Experience with IRS Forms W-9 and W-8 including; exemption codes, treaty rates and intermediary withholding statements
  • 4 years of experience in Tax Operations with a basic understanding of Chapter 3 (NRA), Chapter 4 (FATCA), and Chapter 61 (TEFRA) withholding and reporting requirements
  • Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
  • Understanding of asset servicing events including across equities and fixed income securities
  • Familiarity with options and swaps
  • Working knowledge of one or more of the following Tax solutions: Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI
  • Ability to interpret technical requirement documents and system flows to translate into reporting requirements
  • Strong analytical skills with high attention to detail and accuracy
  • Experience developing partnerships and collaborating with other business and functional areas
  • Strong organizational, multi-tasking, and prioritizing skills
  • Experience delivering results in a fast-paced, deadline driven environment
  • Highly refined and professional verbal and written communications
  • Track record of leading strategic complex deliverables

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or

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