Sr Tax Professional II

Tax Planning, Advisory, Forecasting, and Compliance

• Analyzes and interprets tax laws and regulations
• Aids in the preparation of tax planning and compliance strategies
• Prepares and reviews federal, state, and local tax returns
• Researches and analyzes tax issues
• Supports the preparation of tax compliance and reporting requirements
• Prepares and reviews tax estimates and projections
• Identifies and implements process improvements

Responsibilities

• Complies with tax reporting requirements for various government jurisdictions
• Coordinates globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Global Tax Compliance
• Serves tax-related client inquiries and escalations
• Drives tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change and GBAM Technology

Required Skills

• Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S
• Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches
• Strong interpersonal skills with the ability to work both independently and collaboratively within cross-functional teams
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables
• Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders
• Bachelor’s degree or equivalent work experience in a relevant field

Desired Skills

• Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward
• Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change
• Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base
• Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally