Information Reporting And Withholding (irw) Tax Officer

MTB (M&T Bank)

Wilmington, Delaware, United States of America
$82,100.00 - $136,900.00 annual (usd); not specifi...
Us and international irw tax regulations
Irs and states tax reporting
Oecd common reporting standards (crs)
This position is responsible for overseeing and supporting the day-to-day tax reporting and withholding obligations withing the Institutional Services business line

Job Summary

  • This position is responsible for overseeing and supporting the day-to-day tax reporting and withholding obligations withing the Institutional Services business line.
  • Responsible for end-to-end United States (U.S.) Tax Information Reporting Program (IRS and States) and Organization for Economic Cooperation and Development (OECD) Common Reporting Standards (CRS) Program.
  • The position will work closely with product leads, relationship managers, associates, legal, compliance, and technology within GCM to understand and ensure that each deal is reviewed, documented and systems accurately coded for source and character of income types to ensure proper withholding.

Matching Summary

This position is responsible for overseeing and supporting the day-to-day tax reporting and withholding obligations withing the Institutional Services business line.

Salary

$82,100.00 - $136,900.00 Annual (USD); Not specified; Not specified

Skills & Requirements

Must-have

  • US and international IRW tax regulations
  • IRS and States tax reporting
  • OECD Common Reporting Standards (CRS)
  • tax documentation and withholding
  • Chapter 3, Chapter 4, Chapter 61/§3406 IRC
  • 1099, 1042-S reporting

Nice-to-have

  • risk and regulatory standards
  • belonging and reflects the M&T Bank brand
  • cost basis reporting regulations

Key Requirements

  • Bachelor’s degree in Finance, Accounting, Taxation, or Economics and a minimum of 5 years’ relevant experience
  • or a combined minimum of 8 years’ higher education and/or work experience
  • minimum of 3 years’ experience in IRW Tax inclusive of work with IRS and States
  • Proficient in personal computers and industry-specific software
  • Hands-on experience with IRS information reporting, withholding regimes, and related controls
  • Understanding of Corporate Trust business

Work Rights

Not specified

Tailored Resume

Cover Letter