Overview In this role you will own the year-end Form 1042-S reporting process for nonresident withholding, while supporting domestic 1099 reporting. You join the Data & Tax Operations team to ensure accuracy, regulatory compliance, and data quality. You will lead automation and process improvements to scale tax reporting and drive control effectiveness. This position combines tax technical expertise with cross-functional collaboration to guide complex client events and withholding decisions. A meaningful hook is shaping cross-border tax reporting for a wealth-management firm with a strong emphasis on data-driven transformation.
Compensation / Benefits- Competitive base salary plus discretionary annual bonus
- 401(k) with profit-sharing contribution
- Medical, dental, and vision plans
- Hybrid work environment (60% in office, 40% remote)
- Paid time off and parental leave
- Life insurance and disability coverage
Responsibilities- Own end-to-end Form 1042-S reporting, ensuring IRS compliance and accurate withholding rate determination and treaty validation
- Serve as the subject matter expert on Chapter 3/Chapter 4 (FATCA) withholding, W-8 documentation, and nonresident client tax reporting
- Support year-end Form 1099 series reporting as a secondary responsibility
- Lead tax-related reconciliations, data validation, issue resolution, and control activities for 1042-S accuracy
- Drive automation and transformation initiatives to improve scalability, data quality, efficiency, and control effectiveness using approved analytics, automation, and AI tools
- Provide guidance on tax implications of corporate actions and complex client events, with emphasis on cross-border withholding
- Collaborate with business, operations, technology, and external stakeholders to support 1042-S initiatives and resolve complex issues
- Participate in system implementations, upgrades, testing, and strategic initiatives impacting tax operations
Key requirements- 5-7+ years in financial services operations with deep expertise in non-resident alien withholding and Form 1042-S reporting
- Strong knowledge of Form 1042-S, FATCA withholding (Chapter 3/4), tax treaty benefits, Form W-8 validation, and IRS reporting requirements
- Working knowledge of Form 1099 series reporting
- Advanced Microsoft Excel; working knowledge of SQL and VBA (a plus)
- Excellent analytical, organizational, communication, and problem-solving skills
- Ability to manage multiple priorities and collaborate across diverse stakeholders
- Bachelor's degree in Finance, Accounting, Business, or related field
- Analytical thinking
- Organizational skills
- Effective communication
- Advanced Excel
- SQL
- VBA
