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
