Tax Operations - Assistant Vice President

About the role

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.

Responsibilities

• Tax form validation including W-9/W-8 forms, as well as other supporting documents
• Process W-8IMY Intermediary Allocation, and Withholding Statements
• Annual W-8 recertification or remediation
• Daily tax withholding analysis, general ledger management, and reconciliation, including Backup, FATCA, and NRA
• Maintenance of reporting obligations, submission deadlines, and tax compliance requirements
• Communicate with account representatives to resolve withholding and/or reporting issues
• Tax year-end reporting, including Form 1099/1042-S, as well as filing returns 945/1042/8966
• Aid in ad-hoc projects, issue resolution, technology enhancements, and other deliverables as needed
• Perform surveillance by reviewing exception reports and performing periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework

Requirements

• Experience in a complex financial services environment providing Tax Reporting, Compliance, Risk, Accounting, Audit support
• Experience working at a large financial institution, such as a Corporate & Investment Bank, and/or Consulting (big 4) a plus

Qualifications

• Tax Operations Subject Matter Expert (SME) in all the following areas: Documentation (W-8/W-9), Withholding (Backup/FATCA/NRA), Reporting 1099/1042-S), Filing Returns (1042), Abandoned and Unclaimed Property
• Advanced knowledge of tax software [e.g. Broadridge ADP, IMPACT, Markit CTI MD3/TFV, Thomson Reuters OneSource]
• Strong project management skillset including waterfall and agile principles
• Experience using business software (e.g., JIRA, Microsoft Project, Ariba, Tableau, SharePoint]

Skills

• Leadership
• Effective communication
• Analytical and critical thinking as well as decision-making skills
• Strategic thinking
• Flexibility, decisiveness, and ability to establish support from leadership
• Industry trend monitoring and best practice application
• Innovation and lifelong learning
• Engagement and inclusivity
• Compliance with regulatory guidelines and established risk and control frameworks
• Monitoring KPIs, KRIs, and key metrics reporting
• Operational control execution
• Business unit risk management (BURM) initiatives
• Data interpretation and explanation of locally relevant tax laws
• Application of tax law to relevant industries or lines of business
• Vendor management activities such as approval process, invoicing, escalations and reviews

Benefits

The typical base pay range for this role is between $91K - $114K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary