Support various tax and regulatory products related to a variety of U.S. federal income tax rules, including but not limited to IRC Secs. 302, 305, 871(m) and 1446, particularly those resulting in U.S. federal income tax withholding on outbound payments related to particular financial instruments
Monitor, analyze and report on tax, securities and other related regulatory issues
Develop and maintain subject matter expertise in the relevant tax laws for these products
Analyze and summarize corporate filings and tax opinions
Conduct daily research on corporate action events covered by each product and track events until completion
Provide professional, knowledgeable and courteous contact with clients such as large financial institutions, banks, and brokerage houses
Meet daily production deadlines for the supported withholding products
Providing updates and guidance to other internal business stakeholders as appropriate
Communicating effectively with Investment Compliance business unit team colleagues

Bachelor's degree from an accredited college or university; JD, CPA and/or LLM in Taxation preferred
Ability to work independently, but with strong cross-functional team building skills
Strong research and analytical skills with excellent comprehension, outstanding verbal and written communication skills and the ability to produce publishable work product
Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook
Ability to work well in a multi-tasking, deadline-driven environment
Demonstrated ability to use smart judgment, be insightful, flexible and creative

Content Management Analyst

Key skills