US Tax Manager
Company Description
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf
Detailed Responsibilities
Tax Notices- 25% Have a weekly meeting with NYC lead on tax notices
Analyze and reconcile tax notices, maintain notice tracker, coordinate with tax authorities. India tax team will be the first line of contact for all notices to perform basic background work to identify issues and document requests from government to NYC team so they can prioritize issues to be tackled. Maintain tax notice tracker with notes on each notice, help monitor the status and follow up with tax authorities if needed.
Tax Audits- 20% Have a weekly meeting with NYC audits lead on tax audits
Support audits by verifying invoices, organizing documents, and preparing status updates. Review all ledger details back to underlying invoices/supports from the finance team to identify variance and assist in gathering information (such as pulling invoices). Prepare a summary of status updates, issues or open items (if applicable) to discuss with NY tax team member.
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Sales Tax/Use tax- 20% Have a bi-monthly meeting with NYC lead on sales tax
Pull monthly sales tax data, review consistency, ensure filings and payments are on time. Review sales tax transaction details to check that monthly activity is reasonably consistent with prior months data and document any unusual spikes/differences back to underlying invoices from the finance team (also perform rec between accrual vs cash paid amounts). Maintain sales tax tracker where we keep track of manual codes, resale/exemption certificates, and other necessary documentations for audit purposes.
Compliance- 20% Have a monthly meeting with NYC lead on compliance work
Assist with external tax filings (W-9s, CoR, FBAR filing and etc.), maintain tax calendar, process indirect tax payments, and verify documentation. Maintain cash taxes paid file that reconciles back to ledger (monthly rec). Follow up with the government to check on status of open tax matters (such as CoR or refunds).
Other work- 15% Join the daily status catch up with the entire team
Extract trial balances, journal entries, account activity reports from Oracle and apply consistent formatting for the team to easily navigate details. Perform tax sensitive account comparison on monthly basis to show how the amounts moved every month (monthly rec). Other ad-hoc projects where we require legworks: such as reviewing invoices for sales tax analysis for Zuora implementation and new building facility invoices, check on State tax rate CCH table for quarterly estimates and roll forward State WHT for tax distributions.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long-Term Disability
- FSA
- Fitness Subsidies
- Pet Insurance
- Mental Health Benefits
- Short-Term Disability
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Happy Hours
- Snacks
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Volunteer Time Off
- Summer Fridays
Financial and Retirement
- 401(K)
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
Company Videos
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