Client Tax Manager- Vice President

About the role

This is a unique opportunity to drive tax compliance excellence within our Workplace Solutions business, building and developing a high-performing team while serving as a senior technical authority on Foreign Account Tax Compliance Act (FATCA)/Common Reporting Standard (CRS), US information reporting, and withholding compliance.

As a Tax Compliance Vice President within the Workplace Solutions team, you will play a central leadership role in running the day-to-day tax compliance function, leading a team of tax professionals, and partnering closely with business, product, and technology stakeholders. You will ensure adherence with Internal Revenue Service regulations, intergovernmental agreement obligations, and country-specific reporting requirements, while driving process transformation and operational efficiency across the function.

Responsibilities

• Serve as a key subject matter expert on FATCA, CRS, Canadian, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the Workplace Solutions business
• Demonstrate strong end-to-end knowledge of the tax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (e.g., 1042-S/1042, 1099 series, FATCA/CRS reporting)
• Partner with the business to ensure reporting processes are executed accurately and on time
• Advise on documentation requirements, withholding determinations, and reporting obligations
• Lead and develop a high-performing tax compliance team, fostering a culture of accountability, continuous learning, and technical excellence
• Set clear performance expectations, provide ongoing coaching and mentorship, and support career development for team members at all levels
• Support team capacity and prioritization across competing deliverables, escalating to senior management as appropriate
• Support the identification, design, and implementation of process transformation initiatives across tax compliance workflows, with a focus on scalability, risk reduction, and efficiency
• Partner with technology and operations teams to drive automation of manual processes, leveraging tools such as Alteryx, Tableau, and other workflow solutions
• Maintain and enhance policies, procedures, and controls for continuous information reporting and withholding compliance across client onboarding, account opening, and servicing workflows
• Track key performance indicators for the team, using data-driven insights to identify improvement opportunities and report progress to senior leadership

Requirements

• Bachelor's degree in Accounting, Finance, Law, or a related field
• 5+ years of tax experience, with a strong focus on US information reporting, withholding, FATCA, and CRS
• Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, with a particular focus on the year-end reporting requirements
• Experience leading or managing a team, with a track record of developing talent and contributing to team performance
• Demonstrated ability to contribute to process improvement or transformation initiatives, with measurable outcomes
• Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear guidance for non-technical audiences
• Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite, with advanced Excel and PowerPoint capabilities

Preferred Qualifications

• Prior experience in financial services, asset management, or an equity compensation environment
• Familiarity with automation and data analytics tools, such as Alteryx, Tableau, and others
• Preferred experience supporting more than one CCB Operations Function/Line of Business

Schedule

Full time in office

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.