Trusts and Estates International Tax, Vice President
About The Position
As a Trusts and Estates Tax Operations Vice President on the global Trusts and Estates team, you will be part of the Tax Technical and Advisory team supporting professionals across the global practice. You will work closely with internal teams and third-party accounting and tax preparation firms to review and establish tax policies, advise on complex planning and compliance scenarios, and assess the effects of changing domestic and foreign tax compliance regulations. The role supports the US Private Bank by helping ensure timely and accurate Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting, as well as multi-jurisdictional tax filings. It requires technical expertise in CRS and FATCA compliance, tax form validation, and tax filing obligations for non-US trusts and estates, along with an aptitude for streamlining and automating processes using LLMs and other tools.
Requirements
- At least 7 years of relevant tax experience at a Big 4 public accounting firm, law firm, or corporate fiduciary.
- Background in tax or accounting, including experience providing tax technical insight in an operational environment.
- Direct experience supporting AEOI information reporting.
- Understanding of tax certifications via Forms W-8 and W-9 and CRS Self-Certification.
- Deep understanding of international tax filings and regulatory change management.
- Experience with US tax reporting for foreign trusts.
- Superior written and verbal communication skills, including the ability to adapt communication to the audience and communicate effectively with junior associates and senior leaders.
- Ability to clearly articulate process improvement experience, including ideas, concepts, and procedural changes.
- Excellent organizational skills and ability to manage multiple tasks and reprioritize as new deliverables arise.
- Proficiency in MS Office Suite and willingness and ability to learn and adapt to new technology, systems, and processes.
- Willingness to work beyond core business hours as needed, especially during peak seasons.
- Demonstrable risk awareness and operational control experience within financial services.
Nice To Haves
- Experience in operations and product support is highly preferred.
Responsibilities
- Serve as a subject matter expert on Automatic Exchange of Information (AEOI) and fiduciary tax matters.
- Support global trust teams on tax matters, including CRS, FATCA, Economic Substance Reporting, Beneficial Ownership Reporting, international tax obligations, and non-US tax reporting.
- Prepare and present substantive tax training to the Trusts and Estates practice.
- Partner with team members to review and support preparation of tax forms for several non-US jurisdictions.
- Review governing documents to ensure tax attributes are correct.
- Identify and execute automation opportunities.
- Oversee the creation, maintenance, and validation of CRS Tax Profiles to ensure compliance with CRS and FATCA regulations.
- Lead the CRS Indicia Cure process, including management of CRS Indicia tickets and timely resolution in accordance with regulatory requirements.
- Identify process improvements and lead transformation projects to enhance tax compliance procedures, including implementing new systems and workflows.
- Monitor changes in AEOI and international tax regulations and update procedures and systems as needed to maintain compliance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
