Sr Tax Professional II
About The Position
This role is responsible for tax planning, advisory, forecasting, and compliance activities. It supports compliance with tax reporting requirements across government jurisdictions, research into tax issues, and development of tax optimization strategies. The position also supports business objectives through collaboration with teammates and partners throughout the enterprise, and includes leading projects, coordinating resources, and managing partner relationships. The successful candidate performs and oversees U.S. and non-U.S. tax documentation validation to ensure accuracy, compliance, and adherence to regulatory requirements. The role coordinates globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, and Global Tax Policy & Tax Compliance; handles tax-related client inquiries and escalations; and drives tax initiatives and regulatory implementations in partnership with GBAM Tax Change and GBAM Technology.
Requirements
- Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61, and demonstrated familiarity with tax documentation validation rules, including CRS, Irish DIRT, W8, and W9.
- Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues using structured, analytical approaches.
- Ability to manage multiple priorities while maintaining accuracy and meeting tight deadlines in a dynamic environment.
- Strong organization and analytical capabilities, with meticulous attention to detail across processes and deliverables.
- Excellent written and verbal communication skills, including the ability to clearly articulate risks, issues, and solutions to stakeholders at all organizational levels.
- Bachelor’s degree in a related field or equivalent work experience in a relevant field.
Nice To Haves
- Proactively brings forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
- Willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
- Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
Responsibilities
- Analyze and interpret tax laws and regulations.
- Assist in preparing tax planning and compliance strategies.
- Prepare and review federal, state, and local tax returns.
- Research and analyze tax issues.
- Support preparation of tax compliance and reporting requirements.
- Prepare and review tax estimates and projections.
- Identify and implement process improvements.
- Perform and oversee U.S. and non-U.S. tax documentation validation functions, ensuring accuracy, compliance, and adherence to regulatory requirements.
- Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, and Global Tax Policy & Tax Compliance.
- Service tax-related client inquiries and escalations.
- Drive tax initiatives and tax regulatory implementations with GBAM Tax Change and GBAM Technology.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business or group performance and contributions, and overall company success
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What This Job Offers
Job Type
Full-time
Career Level
Senior
