Tax Senior Associate

Broadridge is hiring! We are seeking a Tax Senior Associate to work in our Jersey City, NJ or Edgewood, NY office. To succeed in this position you will need to have prior experience in Canadian tax revenue, and knowledge of IRS rules around tax reporting from broker dealers.

Responsibilities include:

  • Generate Canadian tax slips for Canadian clients
  • Report, review and reconciliation
  • Cusip scrubbing and data management

Qualifications:

  • Bachelor’s degree
  • Working knowledge of Canadian tax processing, Canadian Revenue Authority Rules, and backup withholding rules, this includes slips T3, T4, T5, and T5008 to the clients and to the CRA
  • Strong knowledge of Qualified Intermediary Rules for reporting to the US IRS
  • Familiarity with all aspects of Registered Plan processing, including rules and regulations as well as contribution and withdrawal requests to RRSP, RRIF and RESP accounts
  • Strong technical skills utilizing Microsoft Excel, Word, and PowerPoint
  • Knowledge of BPSC, BPS, and DTCC a plus

About us:

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,700 full-time associates in 14 countries.

Broadridge helps financial institutions and corporate issuers in two ways, through technology and operations outsourcing, and across a number of business categories. Because of our deep experience and world-class capabilities, our clients entrust us with mission-critical responsibilities. Across a wide range of needs, Broadridge offers not only services, but solutions for your business.

Global Technology Operations

Broadridge offers a suite of advanced computerized real-time transaction processing services that automate the securities transaction lifecycle, from desktop productivity tools, data aggregation, performance reporting, and portfolio management to order capture and execution, trade confirmation, settlement, and accounting. Our services help financial institutions efficiently and cost-effectively consolidate their books and records, gather and service assets under management, focus on their core businesses, and manage risk. With multi-currency capabilities, our Global Processing Solution supports real-time global trading of equity, option, mutual fund, and fixed income securities in established and emerging markets. In addition, our operations outsourcing solutions allow broker-dealers to outsource certain administrative functions relating to clearing and settlement, from order entry to trade matching and settlement, while maintaining their ability to finance and capitalize their business. Recently, we extended our services to the buy-side through our acquisition of Paladyne Systems. For more information on Broadridge, please visit us at www.broadridge.com.

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here to view the “EEO is the Law” poster.

“Our Associates Matter, Everyone Benefits from Diversity & Inclusion,

Diverse & Inclusive Teams Drive Growth”

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Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


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