Financial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGE

About the role

The opportunity is to work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems.

Responsibilities

• Interpret IRS Code and Regulations
• Draft guidance
• Data analysis and requirements development
• Conduct gap analysis of clients' policies, procedures and systems
• Write business requirements
• Prepare documentation including presentations and flow charts
• Technical analysis and process improvement
• Respond to requests for proposals from clients
• Support the development of innovative technology solutions
• Train and manage staff located in remote delivery centers

Requirements

• A Bachelor's degree from an accredited college/university
• J.D., LL.M. in Taxation, or Master's in Taxation (MST) preferred
• Minimum of 5 years of relevant tax consulting or tax operational experience
• Licensed attorney, CPA, EA, or certified member of the Institute for Professionals in Taxation
• Active participation in industry groups such as SIFMA, ABA, IIB

Skills and Attributes

• Ability to read and interpret IRS Code, regulations and instructions
• Strong writing skills for policy and procedure writing
• Ability to interface with all facets of our business
• Multitasking and project management capability
• Creative problem solving, strong critical thinking
• Ability to drive success as both an individual contributor and team member