VP, Tax Operations Manager

Jefferies Financial Group • Jersey City, NJ

75d • $100,000 - $150,000

About The Position

The VP Tax Operations Manager is primarily responsible for coordinating and enhancing Jefferies' tax compliance in a constantly evolving business and regulatory environment. A successful candidate will demonstrate exceptional attentional to detail, possess a positive can-do attitude, operate with the highest levels of integrity and competence, excel at driving and influencing change and foster collaborative relationships across business and partner teams.

Requirements

• Minimum 8 years of Information Reporting & Withholding experience
• At least 3 years of management experience overseeing Tax Operations at a multi-national financial institution
• Experience with IRS rules, regulations and guidance relating to all types of US information reporting
• Expert understanding of IRS Forms W-9 and W-8 and their associated requirements
• Demonstrated success to independently resolve and/or develop recommendations for complex issues or problems
• Strong analytical skills and attention to detail when working with high volumes of data

Nice To Haves

• Experience with Broadridge systems (BPS, TMS, TDS) a plus
• Experience with FATCA/CRS self-certification forms a plus
• Experience with foreign tax regulations a plus

Responsibilities

• Oversee the preparation and filing of tax information returns which includes but is not limited to: US - 1099 series, 1042-S, 8966, 945 and 1042; Canada - T-5 series; Puerto Rico - 480.6 series
• Manage Jefferies' withholding and remittance obligations
• Subject Matter Expert for operational tax processes including cost basis, 1446(f), 871m, etc.
• Monitor changes to tax regulations and assist with the interpretation and roll-out of new tax requirements
• Manage vendor relationships and participate in industry forums to drive synergies, best practices, and efficiencies
• Acting as the primary liaison with regulatory bodies and auditors (such as the IRS) for tax-related inquiries and examinations.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees