Job Description

YOUR IMPACT 

Are you looking for an opportunity to be part of a growing organization and work as part of a global team to drive strategy in a constantly changing environment? We are looking for a Vice President with operations experience to join the Tax Documentation team in the Tax Operations Department.  

OUR IMPACT 

Tax Operations analyzes and supports the activities, operations, reporting obligations and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firm’s success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.

Tax Operations is responsible for maintaining the integrity of the firm’s compliance with reporting authorities around the globe and managing related inquiries from a variety of the firm’s businesses across established and emerging markets. Day-to-day team functions include accurate and timely account documentation and monitoring, withholding, client information reporting, and regulatory filings. The team also has the responsibility of analyzing new or additional regulations and then designing process set-ups and system changes. The team capitalizes on opportunities to optimize procedures and build scalability through data analytics and efficient use of technology.  

HOW YOU WILL FULFILL YOUR POTENTIAL 

• 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 Operations. 
• 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. 

SKILLS & EXPERIENCE WE’RE LOOKING FOR 

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. 

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