CCO - Tax Reporting Manager

Bessemer Trust • Woodbridge Township, NJ

15h • $130,000 - $160,000 • Hybrid

About The Position

Bessemer Trust is seeking a CCO – Tax Reporting Manager to join the CCO Data & Tax Operations team. This role is responsible for overseeing the firm's information and withholding reporting function, including Forms 1099, 1042-S, 1099-R, and 5498. The successful candidate will combine deep tax operations expertise with a strong focus on process improvement, automation, data quality, and regulatory compliance.

Requirements

• 10+ years of financial services operations experience, with significant tax reporting or tax operations expertise.
• Strong knowledge of Forms 1099, 1042-S, IRS withholding requirements, and tax documentation validation.
• Advanced Microsoft Excel skills and working knowledge of SQL, VBA, and Python.
• Excellent analytical, organizational, communication, and problem-solving skills.
• Manage multiple priorities and collaborate effectively across a diverse stakeholder group.
• Bachelor’s degree in Finance, Accounting, Business, or a related field.

Nice To Haves

• Support operational risk, controls, audit, or regulatory examinations.
• Experience with FIS Wall Street Concepts (WSC), FIS Global Plus, Salesforce, Jira, Tableau, PL/SQL, and automation technologies, including robotic process automation (RPA) and firm-approved artificial intelligence tools.
• Active participation in industry organizations such as SIFMA.

Responsibilities

• Manage year-end tax reporting for Forms 1099, 1042-S, 1099-R, and 5498, ensuring compliance with IRS reporting and withholding requirements while monitoring regulatory developments and implementing related tax documentation and reporting changes.
• Lead tax-related reconciliations, data validation, issue resolution, and control activities to ensure reporting accuracy and operational integrity.
• Drive automation and process transformation initiatives that improve scalability, data quality, operational efficiency, and control effectiveness, leveraging technologies such as Excel, SQL, VBA, and firm-approved analytics, automation, and artificial intelligence tools.
• Provide guidance on tax reporting implications of corporate actions, income distributions, and other complex client events.
• Partner across business, operations, technology, and external stakeholders to support tax reporting initiatives, resolve complex issues, and provide tax reporting guidance to internal partners and clients.
• Participate in system implementations, upgrades, testing, and strategic initiatives impacting tax operations.

Benefits

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior