Advise internal business and risk management teams on interpretation of U.S. Federal and State tax withholding and information reporting requirements and their application to a broad range of financial products and payment types
Develop and maintain job aids and other tools to facilitate the efficient and effective implementation of business processes and controls that ensure compliance with applicable regulations and industry best practices
Understand compliance and risk management requirements for supported area
Apply extensive specialized knowledge and act as internal consultant or final authority in area of expertise
Provide comprehensive tax technical expertise in the research of complex issues and transactions
Identify opportunities requiring complex tax research, prepare memorandums and make recommendations relating to U.S. Federal and State tax withholding and information reporting risk reduction strategies
Direct the work of less experienced staff
Develop relationships with business unit leaders and enterprise staff function leaders to support their business needs and objectives and provide consultation and advice on complex tax withholding and information reporting issues
Interface with external agencies, jurisdictional tax authorities or industry forums
Work with stakeholders to implement key tax withholding and information reporting risk management initiatives

5+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Licensed Certified Public Accountant or Attorney, active and in good standing
Demonstrated expertise in U.S. Federal and State tax withholding and information reporting regulations applicable to a global financial institution, and prior advisory experience related to those requirements
Ability to communicate complex technical tax requirements to persons who are not tax experts
Ability to provide practical tax advice applicable to a broad range of financial products in a dynamic business environment
Ability to teach, coach and develop junior tax analysts

Lead Tax Analyst

Key skills