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Job Ref: 14827
Salary: $65000 – $150000
Corporate Actions & Tax Specialist bilingual Chinese
Location: Onsite in Manhattan with a Leading Foreign Bank
Salary: Competitive Base Salary Range of $65,000 – $150,000 (commensurate with skills and experience)
Qualifications:
- Bachelor’s degree in Business, Accounting, Finance, or Economics.
- Minimum of 5 years of experience in Corporate Actions and tax processing, with a strong background in equities settlement, preferably in custody or financial services.
- Proficient in MS Excel, Word, PowerPoint, and Outlook.
- Strong analytical and communication skills with a keen eye for detail.
Key Responsibilities:
Corporate Actions Processing:
- Monitor and process corporate actions such as dividends, stock splits, mergers, and acquisitions, ensuring timely and accurate updates to client accounts.
- Reconcile discrepancies between DTC notices and internal records, resolving any issues promptly.
- Communicate effectively with clients and counterparties to ensure accurate execution of client instructions.
Tax Processing:
- Manage the processing of tax-related events, including tax withholding, reclaims, and reporting.
- Ensure compliance with tax regulations for various jurisdictions while liaising with tax authorities and internal teams.
Equities Settlement via DTC:
- Oversee the settlement of equity trades through DTC, ensuring accuracy and timely processing.
- Reconcile settlement activity and coordinate with teams to resolve any discrepancies.
Risk Management & Compliance:
- Follow department procedures to report unusual transactions and complete mandatory risk management trainings.
- Act as the first line of defense, ensuring the accuracy and timeliness of custody operations and preparing required risk assessment reports.
Customer Inquiries:
- Assist in investigations concerning settlements, providing exceptional service to clients and custodian banks.
- Research new services and securities types based on business and client needs.
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