Operations Supervisor | Tax Information Reporting | Memphis, Tn

Willenborg Wealth Management

Memphis, TN, US
Hybrid
Lead tax reporting team
Ensure irs compliance
Process improvement initiatives
This role leads a team within the 1099 Tax Reporting department, ensuring accurate and timely tax reporting while fostering a high-performing culture

Job Summary

  • This role leads a team within the 1099 Tax Reporting department, ensuring accurate and timely tax reporting while fostering a high-performing culture.
  • The position requires overseeing regulatory filings, monitoring changes in tax laws, and driving automation initiatives to enhance operational efficiency.
  • Candidates must hold or obtain FINRA Series 99 and SIE licenses within 120 days to qualify for this hybrid role based in Memphis, TN.

Matching Summary

This role leads a team within the 1099 Tax Reporting department, ensuring accurate and timely tax reporting while fostering a high-performing culture.

Skills & Requirements

Must-have

  • Lead tax reporting team
  • Ensure IRS compliance
  • Process improvement initiatives
  • Hybrid work schedule management
  • Risk management oversight

Nice-to-have

  • Strategic planning skills
  • Data trend analysis
  • Cross-functional collaboration
  • Client-first culture alignment
  • Change management experience

Key Requirements

  • Series 99 required or obtainable within 120 days
  • SIE required or obtainable within 120 days
  • 3 to 6 years general experience
  • 13 months to 3 years manager experience
  • High School diploma required

Work Rights

Not specified

Tailored Resume

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