Manager, Tax Information Reporting and Withholding Advisory

About this role

📋 Description Own end-to-end execution of key information reporting and withholding workstreams, including Translate tax laws, regulations, and internal policy positions into clear business requirements Review product and process changes to identify tax impacts, define data capture needs, and ensure Partner with Tax, Product, Engineering, Operations, CX, and Finance to implement scalable processes Lead the design and execution of user acceptance testing for tax-related features, workflows, and Support tax audits, notices, and regulatory inquiries through timely data gathering 🎯 Requirements 8+ years of experience in information reporting and withholding within a bank, broker-dealer Deep working knowledge of U.S.

information reporting and withholding regimes (Forms 1099, 1042-S Proven ability to draft business requirements, translate tax rules into implementable logic, and Advisory experience from a law firm, Big 4, accounting firm, or in-house tax function, with the Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs 🎁 Benefits Base salary varies by location Total compensation may include equity and bonus eligibility Benefits: medical, dental, vision, 401(k)

Source listing: empllo_remote