AllianceBernstein US | Tax & Regulatory Reporting Associate

What you'll do

• We are seeking a San Antonio-based Tax & Regulatory Reporting Associate to join our Financial Compliance Reporting Team in Global Technology & Operations.
• The Financial Compliance Reporting (FCR) team is responsible for auditing and maintaining the account population to ensure accounts are in compliance with state and federal regulations.
• The person in this role will have an opportunity to enhance his or her strategic thinking skills and apply these skills in practical application.
• The individual is responsible for coordinating the timely processing of various regulatory requirements.
• Execute IRS B-Notices, C-Notices, IRS Levies, and State Levies.
• Research and apply state escheatment regulations to AB’s account population.
• Perform shareholder outreach on identified escheatable accounts.
• Evaluate accounts for contact resolution.
• Support other functions within the department as business needs arise based on skill and capacity.
• Execute tax form production (including Late Originals and Corrective Tax Forms) by compiling daily, weekly, monthly and annual audits, execute mock tax form production to validate output, and execute tax jobs in SS&C systems to generate and print tax forms
• Process IRS E-Filing for tax forms by processing registration maintenance to ensure the registration is in the correct format, execute tax jobs in SS&C systems, validate the SS&C E-Filing output, and upload the E-Filing to the IRS website
• Submit escheatable assets and affiliated shareholder details to states within regulated timeframes
• Process returned mail to maintain up-to-date shareholder records, when available

What we're looking for

• Knowledge of general tax reporting practices or regulations preferred.
• Knowledge of governmental agency regulations related to the SEC and IRS regulatory practices a plus, but not required.
• Exceptional oral and written communication, time management, problem framing, and follow-up skills.
• Proven ability to multi-task and effectively prioritize a wide range of projects/responsibilities.
• Exhibition of organizational skills and conscientiousness; establishes priorities and follows through on tasks to completion.
• Proven ability to work with internal and external clients and vendors.
• Proficient use of Microsoft office desktop package.
• Strong tax reporting knowledge and some abandoned property/escheatment and mutual fund operations knowledge.
• Effective task execution, both as an individual and through team collaboration.
• Demonstrated capability to learn quickly.
• Ability to work in a fast-paced environment and adapt to change.
• Ability to identify and implement process improvement and risk mitigation opportunities.
• Strong attention to detail

AllianceBernstein US

AllianceBernstein US is an employer hiring in India. In its own words: "AllianceBernstein is fully invested in creating better outcomes for investors ranging from individuals to the world’s largest institutions."

Its finance, accounts, audit and tax openings in India are mostly in New York, Minneapolis, San Antonio and Nashville.