Withholding and Reconciliation is a niche group within Tax and Cost Basis Operations that serves to reconcile our withholding accounts, file timely returns for both state and federal entities and remit withholding to both the IRS and state government every day. We are dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and focused environment that allows our employees to feel valued and engaged.
Duties will include:
Monthly, quarterly and annual returns with various state and federal filings in addition to filing detailed electronic filingsReconciliations of variances between numerous systems to ensure our various state and federal filings are in orderResearch and resolve notices received from the state and federal government agenciesOversee withholding rates changes issued by states and the treaties issued by the federal governmentDevelop and maintain processing procedures for the teamCoordinate with internal business partners to ensure maintenance of tax databasesPartner with external partners and vendors to ensure compliance with regulationsWork closely with outside groups to develop new processes and identify mutually helpful opportunities for improvement in the overall process(es)To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
What you haveRequired Qualifications:
2+ years of accounting, tax, finance or reconciliation experienceExperience in training and mentoring team membersExperience in using access database, pivot tables, and nested Excel formulasBachelors degreePreferred Qualifications:
Experience with Schwab’s Client Tax & Cost Basis back office applicationsAbility to have strict adherence to the established policies and proceduresAbility to work under pressure in a constantly evolving environment while maintaining a high level of positivity and professionalismGood decision making and sound judgment skills are a mustAttention to detail to identify and mitigate risk by adhering to department and firm policies and proceduresStrong communication skills with the ability to develop and grow working relationships with internal and external clientsIdentify and communicate issues effectively and timely to peers and leadershipAbility to multi-task and understand the importance of follow-throughHave outstanding time management and organization skillsAbility to work in undefined environmentsStrong reconciliation, analytical and research skillsIn addition to the salary range, this role is also eligible for bonus or incentive opportunities
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