The Tax Operations AVP role encompasses a combination of accounting, compliance, corporate finance, tax and risk management functions, and involves tax documentation, withholding and reporting, operational process improvements and technology product management
Job Summary
The Tax Operations AVP role encompasses a combination of accounting, compliance, corporate finance, tax and risk management functions, and involves tax documentation, withholding and reporting, operational process improvements and technology product management.
Key responsibilities include assisting with tax form validation, processing W-8IMY Intermediary Allocation, and managing daily tax withholding analysis and reconciliation.
The role requires experience in a complex financial services environment providing Tax Reporting, Compliance, Risk, Accounting, or Audit support.
Matching Summary
The Tax Operations AVP role encompasses a combination of accounting, compliance, corporate finance, tax and risk management functions, and involves tax documentation, withholding and reporting, operational process improvements and technology product management.
Salary
Base: $91K - $114K; Bonus/Equity: discretionary performance-based bonuses and/or incentive compensation; Benefits: comprehensive health and wellness benefits, retirement plans, educational assistance, income replacement, paid maternity/parental bonding leave, paid vacation, sick days, and holidays
Skills & Requirements
Must-have
Tax documentation, withholding and reporting
Operational process improvements
Technology product management
Tax form validation (W-9/W-8)
W-8IMY Intermediary Allocation
Daily tax withholding analysis
Year-end tax reporting (1099/1042-S)
Nice-to-have
Leadership and collaboration
Continuous improvement and systems thinking
Inspires innovation and lifelong learning
Flexibility and decisiveness
Optimism, resilience, and openness
Key Requirements
Experience in complex financial services
Tax Operations SME
Extensive IRS knowledge
Advanced tax software knowledge
Strong project management skillset
Experience using business software (JIRA, MS Project, etc.)