Job Description
Job Title: Tax Onboarding Analyst
Location: Bedford, NS (Onsite)
Duration: + Months
Daily Responsibilities:
Undertake day to day activities of the Tax Onboarding Team for Client CM (Capital Markets) business Units, which includes, but not limited to, the timely and accurate indexing of tax obligations in TORC (Tax Operations Regulatory Control) resulting from the identification of new client, product, account, and agreements by CM Tax Operations. Conduct initial outreach to clients to obtain valid and up to date tax documents, self-certifications, public documents, and cure documents as necessary for successful completion of Tax Onboarding. Utilize third party tax form repositories and service providers to obtain tax documentation, raising new requests and maintaining open documentation collection cases. Facilitate the collaboration and escalation between CM Tax Ops and client/counterpartie...