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Tradeweb

Electronic trading platforms for fixed income

US Tax Senior Associate

Tax AccountingPosted on Nov 11
Full-timeBengaluru, Karnataka, IndiaNo salary listedIn-person

About the Job

Requirements

  • An undergraduate B.A. degree in accounting, finance, or US taxes is required.
  • At least 2 years of overall US corporate and partnership income tax experience is required.
  • At least 2 years of tax compliance and forms preparation experience, including Forms 1120 and 1065, is required.
  • At least 2 years of state tax audit and notices experience, including communication with IRS and state regulators, is required.
  • At least 1 year of sales tax preparation experience is required.
  • Proficiency with office and finance technology, including Excel, Word, PowerPoint, Oracle, and AI tools, is required.
  • Proficiency with tax technology, including CCH, OneSource Tax Provision, and sales tax engines such as Sovos or Zuora, is required.
  • The ability to identify issues and efficiently communicate open items with managers and teams is required.
  • Strong attention to detail and accuracy is required.
  • The ability to work independently and as part of a team is required.

Responsibilities

  • Meet weekly with the New York City tax lead to review tax notices.
  • Analyze and reconcile tax notices, maintain the notice tracker, and coordinate with tax authorities, including contacting tax jurisdictions directly.
  • Serve as the India tax team's first line of contact for notices by conducting background research, identifying issues, and documenting government requests for the New York City team to prioritize and address.
  • Record notes for each notice in the tax notice tracker, monitor status, and follow up with tax authorities as needed.
  • Meet weekly with the New York City audits lead to review tax audits.
  • Support audits by verifying invoices, organizing documents, preparing status updates, reviewing ledger details against underlying invoices and finance-team support, identifying variances, and gathering information such as invoices.
  • Prepare summaries of status updates, issues, and open items for discussion with the New York tax team member.
  • Meet bi-monthly with the New York City lead to review sales tax.
  • Pull monthly sales tax data, review its consistency against prior months, and ensure filings and payments are timely.
  • Review sales tax transaction details, investigate unusual spikes or differences against underlying finance-team invoices, and reconcile accrual amounts against cash paid.
  • Maintain the sales tax tracker for manual codes, resale and exemption certificates, and other documentation needed for audits.
  • Meet monthly with the New York City lead to review compliance work.
  • Assist with external tax filings, including corporate and partnership filings, W-9s, certificates of residence, and FBAR filings, and prepare quarterly corporate and partnership estimates.
  • Maintain the tax calendar, process tax payments, and verify documentation.
  • Maintain a monthly cash taxes paid file and reconcile it to the ledger.
  • Follow up with government authorities on open tax matters, including notices and refunds.
  • Join the daily status catch-up with the entire team.
  • Extract trial balances, journal entries, and account activity reports from Oracle and format them consistently for team use.
  • Perform monthly comparisons of tax-sensitive accounts to show how amounts change from month to month.
  • Perform ad hoc tax projects, including reviewing invoices for sales tax analysis related to Zuora implementation and new building facility invoices, checking state tax rates in the CCH table for quarterly estimates, and rolling forward state withholding tax for tax distributions.

Desired Qualifications

  • A master's degree in tax is preferred.

About the Company

Tradeweb

Electronic trading platforms for fixed income

Tradeweb runs electronic marketplaces for buying and selling fixed income, derivatives, ETFs, and money-market products, connecting asset managers, central banks, hedge funds, and other institutions to liquidity pools. Its platforms enable online price discovery and trade execution by aggregating multiple liquidity sources and offering trading tools and data. The service charges fees on trades as well as for data and analytics, differentiating itself with a global footprint and broad product coverage in a single platform for wholesale, institutional, and some retail clients. The goal is to make large financial trades easier, faster, and more transparent by delivering reliable liquidity and efficient markets worldwide.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
1997

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