- Raleigh, NC, USA
- Permanent, Full time
- Credit Suisse -
- 18 Oct 18
Tax Withholding and Information Reporting Associate # 119947
The US Tax Withholding and Information Reporting group is a sub-group within the Corporate Tax department in the CFO division within Credit Suisse. Our role in the organization is to ensure compliance with IRS regulations related to US and NRA tax withholding, US information reporting, FATCA (the Foreign Account Tax Compliance Act), and CRS (the Common Reporting Standard). The group is made up of a 5 person team, 3 employees in NY and 2 employees in Raleigh.
- You will receive, review, and process incoming client withholding statements (US vs. Non-US ownership of master/feeder structure funds.
- Preparation and filing of annual information returns (Forms 1099, 1042-S, 8966 and CRS Common Reporting Standard) to client and the IRS.
- Periodic withholding reconciliation and IRS withholding deposits.
- You will have daily review of various withholding and reporting exception reports.
- Reviewing of corporate action transactions (e.g., tenders, mergers) for potential withholding tax implications.
- You will be responding to internal and external client inquiries.
- You will review vendor payments made to Non US vendors, and vendors' accompanying US tax documentation to verify exemption from US withholding.
- You will work on internal audits and quality assurance reviews of various business units.
- Special Projects.
Credit Suisse maintains a Working Flexibility Policy, subject to the terms as set forth in the Credit Suisse United States Employment Handbook.
- You hold a 4 year college degree.
- Your financial services industry experience preferred but not required.
- Your above- average Excel skills required as most of our tax reporting uploads are Excel based.
- You should possess excellent communication and analytical skills.
- Your data analytics expertise preferred. A large portion of the role is based on reviewing data for inconsistencies and inaccuracies.
- Your familiarity with accounting (debits and credits) and reconciliations also preferred.