Tax Withholding Analyst

MUFG•Tempe, AZ

17d•$70,000 - $97,000•Hybrid

About The Position

The Tax Operations Analyst role encompasses a combination of accounting, compliance, corporate finance, tax and risk management functions, and involves tax documentation, withholding and reporting, operational process improvements and technology product management.

Requirements

2–5 years of experience in corporate/commercial tax, preferably within financial services or banking.
Experience with IRS information reporting requirements, including Forms 1099 and 1042‑S.
Understanding of core Tax Operations concepts; Documentation (W-8/W-9), Withholding (Backup/FATCA/NRA), Reporting (1099/1042-S), Filing Returns (1042).
Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations within a banking environment.
Proficiency with Tax software (e.g. Broadridge, ADP, IMPACT, Markit CTI/S&P MD3.
Experience using business software (e.g. JIRA, Microsoft Project, Ariba, Tableau, SharePoint)
Knowledge of withholding rules for U.S. persons and non-U.S. persons, including NRA withholding and FATCA classification.
Familiarity with IRS TIN Matching, backup withholding, and due diligence requirements (e.g., W-9, W-8 series documentation).
Understanding financial products and associated tax implications (interest, dividends, original issue discount, broker transactions).
Strong data reconciliation, analysis, and problem-solving skills.
Advanced proficiency in Microsoft Excel (large datasets, pivot tables, data validation).
Experience with tax withholding and/or reporting or banking systems a plus (e.g., FIS, Fiserv, Broadridge, Sovos, OneSource, or similar platforms).
Detail-oriented with a high level of accuracy and control awareness.
Strong analytical and investigative mindset.
Ability to manage competing deadlines in a highly regulated environment.
Effective communication skills, including the ability to explain tax concepts to non-tax stakeholders.
Strong collaboration skills across Operations, Technology, and Compliance teams.
Proactive approach to risk identification and mitigation.

Nice To Haves

Experience in large financial institutions or global banking environments.
Familiarity with FATCA/NRA withholding frameworks.
Experience supporting audits, regulatory exams, or internal control testing.
Exposure to process automation, data governance, or regulatory reporting transformation initiatives.
Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management. Not required, but considered a plus

Responsibilities

Perform daily tax withholding analysis, general ledger management, and reconciliation, including Backup, FATCA, and NRA.
Tax form validation including W-9/W-8 forms, as well as other supporting documents.
Maintenance of reporting obligations, submission deadlines, and tax compliance requirements.
Communicate with account representatives to resolve withholding and/or reporting issues.
Assist with ad-hoc projects, issue resolution, technology enhancements, and other deliverables as needed.
Perform review of exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework.