TD

US Tax Admin Assistant and Tax Audit Support Specialist

New York, New York Full time

Work Location:

New York, New York, United States of America

Hours:

40

Line of Business:

Administration

Pay Detail:

100,000 - 110,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

US Tax Administrative Assistant & Tax Audit Support Specialist

Position Overview

The US Tax Administrative Assistant & Tax Audit Support Specialist provides comprehensive administrative support to the US Tax function while also delivering dedicated coordination and documentation support for federal, state, and local tax audits.

This expanded role reflects the increased volume, complexity, and regulatory demands of tax audits resulting from TD’s continued growth in the United States and the acquisition of Cowen Inc. The position combines traditional administrative assistant responsibilities with specialized audit support activities that are critical to maintaining audit readiness, execution discipline, and well-documented audit processes.

The role operates with a high degree of independence, judgment, and accountability, partnering closely with tax professionals, internal stakeholders, and external auditors.

Key Responsibilities

Departmental Administrative Support

  • Provide high-level administrative and clerical support to the US Tax leadership team, contributing to smooth and efficient day-to-day operations.
  • Manage calendars, meetings, and scheduling for senior leaders, proactively identifying and resolving conflicts.
  • Coordinate domestic and international travel arrangements, including adjustments related to delays or changes, and reschedule meetings as needed.
  • Process expense reports accurately and on a timely basis.
  • Support onboarding and offboarding activities, including asset management, system access coordination, and supply ordering.
  • Coordinate in-office and virtual meetings, town halls, and offsite events, including logistics, agenda support, materials preparation, technology setup, and day-of troubleshooting.
  • Prepare, edit, and format reports, presentations, and other documents using standard office software tools.
  • Maintain strict confidentiality and exercise sound judgment when handling sensitive information and communications.

Tax Audit Support

  • Provide administrative and coordination support for federal, state, and local tax audits, contributing to a well-organized, efficient, and audit-ready process.
  • Manage audit schedules and key milestones, coordinating meetings with internal stakeholders, external auditors, and advisors.
  • Track, organize, and maintain audit information requests, including monitoring status, ownership, deadlines, and responses.
  • Prepare for and attend audit meetings as required, capturing detailed notes, decisions, action items, and next steps.
  • Follow up on audit action items to support timely completion and issue resolution.
  • Maintain audit documentation, correspondence, and supporting materials in a clear, consistent, and well-controlled manner.
  • Perform additional administrative and coordination tasks that support effective audit execution and risk management.

Culture and Collaboration

  • Deliver high-quality service with professionalism in all interactions.
  • Collaborate effectively with tax professionals, other administrative staff, and internal and external partners.
  • Contribute positively to a respectful, inclusive, and team-oriented work environment.

Qualifications

What You Need to Succeed

  • High school diploma with 5+ years of relevant administrative or executive support experience.
  • Strong proficiency with Microsoft Office and related applications (Outlook, Word, Excel, PowerPoint).
  • Demonstrated ability to work independently and manage multiple priorities in a fast-paced environment.
  • Strong organizational and documentation skills with attention to detail and accuracy.
  • Excellent written and verbal communication skills.
  • Sound judgment and discretion when handling confidential information.
  • Comfort coordinating across multiple stakeholders and adapting to changing priorities.
  • Experience supporting audit, compliance, legal, or tax functions is an asset but not required.

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple.  Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. 

Together, we are reimagining what banking can be for our clients, colleagues and communities. 

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
 

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. 

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation

TD Bank is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.