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laurent123

Newbie
Apr 20, 2019
1
1
Hi,
I am currently working as tax reporting.
I believe this job duties belongs to either 1311 or 1411, but then I am still not sure that where my job duties belongs to.
I listed my duties down below, so please let me know.

My duties are

-Review documentation on client accounts, and determine appropriateness of tax residency determination
-Review & enter provided tax factors for securities in the tax system
-Review & enter provided client &/or securities transactions in the tax system
-Review & compare information on client accounts, with that provided by custodians &/or on the tax system, for accuracy
-Track work completed & any errors found
-Identify and bring process improvement opportunities to the table
-Collaborate with other team members, or other departments on mini projects
 
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