We are seeking a confident, motivated operations analyst to join our tax operations department in New York City on a full time, permanent basis - ideally with an immediate start. The main purpose of the role is to process tax relief requests that come in from various international markets and to provide professional, high quality customer service to clients and external stakeholders using the Acupay system. Though experience in asset servicing would be beneficial, the ideal candidate will possess common sense, keen attention to detail, adaptability and a strong interest in learning the ins and outs of international tax reclaim processes.
What is Acupay:
Acupay is a financial technology provider supporting securities processing and international tax relief. It provides innovative and efficient solutions to difficult, and often previously unworkable, operational and mechanical problems in securities issuances and international investment.
What you'll be doing:
- Processing and monitoring tax relief requests (Relief at Source, Quick Refund, and Long Form Reclaims), including entitlement monitoring and documentation management, across various markets
- Liaising with DTC, paying agents, and other domestic clearing systems to facilitate the above
- Archiving of files of clients and projects in our electronic system, ensuring all operational contact databases are up to date
- Providing technical support to clients using the Acupay System and conducting training when required
- Responding to client inquiries and liaising with users of the Acupay System, constantly striving to offer exceptional customer service. Building strong client relationships and cross-selling other services
- Validating documentation for filing reclaims in different markets
- Working towards certification level percentages agreed in advance
- Supporting the organization and completion of calling campaigns
- Creating, reviewing and editing notices and newsletters
What you'll bring:
- Proven client relationship and problem solving skills
- General understanding of general principles of taxation. Experience with different areas of tax processing is a benefit (such as withholding tax, tax reclaim, annual reporting)
- Interest in and knowledge of financial markets, equities and debt instruments
- Proficient knowledge of Microsoft Office software
- Able to work under pressure and to meet deadlines
- Attention to detail
- Strong client focus and ability to participate in client meetings and conference calls
- Excellent written and verbal communication skills in English, including client communication and ability to mark up legal/procedural documents
- Enthusiastic, self-driven, willing to go the extra mile and work at own initiative
- Ability to work under pressure, to work independently as well as to be a team player, particularly across different sites and time zones
- Asset servicing experience (tax or corporate actions) would be a bonus - as would proficiency in speaking other languages
What you'll get from us:
- Salary c $65k per annum
- An annual performance based incentive
- Generous annual leave plus a day off for your birthday
- Flexibility of hybrid working environment
- A commitment to leadership and career development
If you think you'll be a great fit for this role, please send your resume, cover letter and salary expectations to CareersNYC@ .For more information on the job and on Acupay, please visit our website