Tax Advisor - Vice President

Deutsche Bank • New York, NY

3d • $125,000 - $222,500 • Hybrid

About The Position

Tax Advisory role for US tax law specialist within Group Tax Americas with a focus on US tax rules involving: (i) FATCA, (ii) Non-Resident Alien (NRA) withholding and (iii) information reporting across all Deutsche Bank business lines globally. You will have a particular focus on maintaining appropriate policy and process frameworks for these three key areas in addition to Qualified Intermediary functions. Prior experience or familiarity in these specialized areas of US tax law (as well as international tax generally) is strongly preferred. Role provides flexibility to expand into other general areas of Tax Advisory including new products/transactions, risk-assessment and control of tax-related risks, and other advisory work within a global investment bank.

Requirements

• At least 3+ years’ experience relating to FATCA, NRA withholding and US information reporting.
• Demonstrated experience and familiarity with operational data flow and onboarding processes common in global banking industry.
• Excellent ability to understand, interpret, apply and communicate tax-related regulatory and policy requirements.
• Ability to work and communicate effectively with various stakeholders throughout Deutsche Bank including business lines, client onboarding, and tax operations.

Nice To Haves

• CPA or JD preferred but not required.
• Excellent communication skills, both written and spoken
• Ability to balance strategic initiative in a fast-paced environment, manage priorities and team-building skills
• Thinking outside the box mentality – challenge status quo
• Strong presentation skills to senior management
• Problem solving and critical thinking skills

Responsibilities

• Work closely with the FATCA Responsible Officer as part of overall Group Tax responsibility for compliance with FATCA and related functions. Includes maintenance and streamlining of existing compliance program covering FATCA and NRA withholding policies and procedures.
• Work with internal operations teams and external tax advisors to identify and analyze tax reporting and withholding obligations.
• Review and analysis of US information reporting policies and procedures including Forms 1099s, 1042s, 945s and 8966s.
• Provide subject matter expertise on Form W-8 validation, presumption rules, income characterization, sourcing and treaty analysis of payments, analysis of FATCA/CRS status and related reporting requirements.
• Provide tax advice on withholding tax matters within transaction documents (e.g., ISDA, securities lending transactions, repo agreements).
• Maintain core tax document library for DB business units and legal entities (e.g., US W-8 forms and residency certificates).
• Develop and implement tax policies, procedures and controls in line with regulatory and business requirements
• Provide subject matter expertise on operational tax issues such as withholding tax, FATCA/CRS, 1099/1042-s reporting, transaction taxes, etc

Benefits

• A hybrid working model, allowing for in-office / work from home flexibility
• generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits
• retirement savings plans
• parental leave
• family building benefits
• Educational resources
• matching gift and volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed