Help provide team oversight, foster team development, and give regular feedback & reporting to senior management.
Develop deep subject matter expertise in relevant tax systems, procedures, and requirements.
Gain a comprehensive understanding of multiple business lines across the firm in a role offering broad exposure to many divisions and groups.
Engage internal and external advisors for interpretive guidance on new regulation impact or new business integrating with Tax Ops.
Use your inquisitive mindset to identify control weakness, mitigate risk, improve client experience, and further process automation.
Act as a risk manager through ongoing assessment and awareness of the tax regulatory environment and the firm’s adherence to applicable tax reporting obligations.
Work with management and teams across regions to drive initiatives and issue resolution.
Create workflows and solution designs for technical systems and applications.
Generate new ideas to create efficiencies and reduce risk.
Be flexible and contribute to other activities as required.
BASIC QUALIFICATIONS
Bachelor’s degree and 7+ years relevant work experience in Operations, Taxation, Finance or related field leading teams, functions and managing projects.
Understanding of FATCA and NRA withholding and reporting requirements.
Knowledge of change in circumstance (CiC) processing.
FATCA, NRA
Collaborate with other tax operations professionals, within the firm, to coordinate efforts, resolve client issues, and ensure accurate reporting.
managing functional teams and providing coaching and mentorship.
Proven ability to prioritize workload to drive results, solve problems and take accountability for deadlines / outcomes.
Excellent organization and requirements management skills.
Comfortable presenting to executive leadership.
Thrives in a team environment, possesses strong interpersonal, verbal, and written communication skills.
Remains composed under pressure, prioritizes, and makes decisions in a fast-paced environment.
Track record of accuracy and attention to detail; flexible, proactive, self-starter.
Analytical thinker with the ability to generate innovative ideas and translate strategy to execution.
PREFERRED QUALIFICATIONS
Knowledge of Foreign Account Tax Compliance Act, Nonresident Alien, and Backup withholding.
Prior Tax Operations related work experience or understanding of broker/dealer tax obligations.
Knowledge of FATCA tax documentation (W-8/W-9) and/or 1099/1042s reporting.
Ability to translate regulatory guidance and design solutions for risk mitigation and fulfill compliance mandates.