Tax Operations leaders are critical thinkers who partner across the firm to ensure accurate tax withholding, reporting, and regulatory compliance for the firm and its clients. As a Vice President within Tax Information Reporting, you will lead complex operational processes, drive risk reduction and process improvement initiatives, and provide subject matter expertise across US and Canadian tax reporting obligations. You will be expected to influence cross-functional stakeholders, oversee delivery across time-sensitive regulatory cycles, and help shape scalable solutions supporting Global Banking & Markets, Asset & Wealth Management, and Platform Solutions. At the Vice President level, this role will also require ownership of operational controls, escalation management, regulatory delivery oversight, and strategic enhancements that improve scalability, reduce manual intervention, and strengthen the firm’s risk and control environment. Tax Operations is responsible for maintaining the integrity of the firm’s compliance with tax withholding and reporting obligations to authorities around the globe, as well as managing related inquiries from the firm’s business segments across Global Banking & Markets, Asset & Wealth Management, and Platform Solutions. The team is responsible for accurate and timely tax data analysis and processing for US forms 1099 and 1042-S, and Canadian forms T5 and T5008, reconciliations of firm and client withholding obligations, client information reporting to US and Canadian tax authorities, client inquiry support, 871(m) withholding and reporting on certain derivatives, and regulatory filings.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Manager