Overview In this leadership role you guide a growing team to deliver accurate, audit-ready US tax withholding and information reporting for global custody. You serve as a subject-matter expert on FATCA, CRS, and IRS Chapters 3, 4, and 61, shaping end-to-end tax reporting processes. You leverage automation and analytics to improve data quality and drive timely year-end deliverables. You work closely with cross-functional partners to balance priorities and elevate controls, contributing to a secure, compliant financial ecosystem.
Compensation / Benefits- comprehensive health care coverage
- on-site health and wellness centers
- retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
Responsibilities- Act as SME on FATCA, CRS, Chapter 3, and Chapter 61 withholding for Global Custody
- Apply intelligent automation and analytics to maintain data hygiene and perform timely reconciliations of tax outputs
- Demonstrate end-to-end knowledge of the tax reporting lifecycle (data sourcing, validation, controls, issue management, filing)
- Collaborate with the business to ensure accurate and on-time reporting
- Optimize team capacity through proactive planning and prioritization of deliverables; escalate risks and bottlenecks as needed
- Provide guidance on documentation, withholding determinations, and reporting obligations
- Lead year-end reporting efforts (e.g., 1042-S/1042, 1099 series, FATCA/CRS reporting)
- Mentor and develop a high-performing team to champion tax reporting excellence
Key requirements- 5+ years of tax experience with emphasis on US information reporting, withholding, FATCA, and CRS
- Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61
- Proven track record leveraging automation to streamline processes and reduce manual work
- Strong organizational and analytical skills with ability to multitask in a fast-paced environment
- Collaboration and stakeholder management
- Analytical mindset and attention to detail
- Proactive prioritization and time management
- Knowledge of FATCA and CRS regimes
- IRS Chapters 3, 4, and 61 reporting requirements
- Automation and analytics tools (e.g., Alteryx, Python)
