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 Withholding Statements, and performing daily tax withholding analysis.
The typical base pay range for this role is between $91K - $114K and the role may also be eligible for discretionary performance-based bonuses and a competitive benefits package.
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; Benefits: comprehensive health and wellness benefits, retirement plans, educational assistance
Skills & Requirements
Must-have
Tax documentation, withholding and reporting
Operational process improvements
Tax form validation (W-9/W-8)
FATCA, NRA, Backup withholding analysis
Year-end tax reporting (1099/1042-S)
IRS regulations (FATCA, Chapter 3/4/61)
Nice-to-have
Collaborate with other business functions
Inspires innovation and values learning
Monitors industry trends and best practices
Exhibits and fosters optimism, resilience
Key Requirements
Experience in complex financial services environment
Experience at large financial institution
Tax Operations Subject Matter Expert (SME)
Extensive knowledge of US IRS regulations
Advanced knowledge of tax software
Strong project management skillset
Experience using business software (JIRA, MS Project)